Level 1

I would like to allocate a bank transaction which I have already downloaded to some supplier invoices and customer invoices.

How do I do this?
QuickBooks Team


Hi there, @njdarling87.


You can match the downloaded transactions with the one you already entered. This links the two to avoid duplicates.


Here's how:

  1. Click Banking, then choose Banking.
  2. Go to the For Review tab.
  3. Look for the deposit, then click to open the transaction.
  4. Review the Records found. These transactions are ones you already entered in QuickBooks.
  5. Click the link next to each record to get more details.
  6. Review the Deposit to field on the forms. 
  7. Tap Match.

To know more about matching transactions in QuickBooks, click this article: Add and match downloaded bank transactions [Video].


I'm also linking an article that will help you in the future: Reconcile a bank account and common troubleshooting tips [Video].


Let me know if you have any follow-ups or other questions. I'm here to help. Take care.