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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
Ivan_G
QuickBooks Team

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I appreciate the information you've added, ktags. I can see how challenging it is to be unable to match your data accordingly in QuickBooks.

 

I'm here to route you to our support team. This way, they can further investigate this matter and help you get back on track.

 

To connect with them, kindly refer to these steps:

 

  1. Log in to your QuickBooks Online (QBO) account.
  2. Go to (?) Help. Then, from the Assistant tab, enter your query in the designated field.
  3. Press the Enter button on your keyboard.
  4. Choose the Contact Us option and re-enter your concern on the field provided to connect with appropriate support.

 

Please be guided by our team's supporting hours depending on your subscription:

 

  • QBO Simple Start, Essentials, and Plus - Available from 6 AM to 6 PM PT during weekdays and 6 AM to 3 PM PT on Saturdays.
  • QBO Advanced plan - Support is available 24/7.

 

You may also set up bank rules to automatically classify your transactions in the system depending on the saved preference: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

Helping you with your concerns is our utmost priority here in the Community. Hit the Reply button if you have follow-up questions about matching your data or need assistance handling your entries and reports in QBO. We're always here for you.

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