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Replying to:
GenmarieM
QuickBooks Team

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Welcome to the Community, @rlatz.

 

I have some insights to share with you about matching online transactions.

 

When matching transactions, you need to make sure that the date on your journal entry is accurate or the amount is closer to the online banking transaction for QuickBooks to find a match automatically. Please also note that QuickBooks will match the closest amount to your online transaction.

 

Furthermore, I'm adding this helpful article as your detailed guide to categorizing and matching your online bank transactions: Categorize and match online bank transactions in QuickBooks Online.

 

If you need help in matching your transactions, don't hesitate to drop a comment below. Have a good one.

 

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