On behalf of my colleague, you're welcome, rlatz. I'm glad you found the suggested workaround helpful in simplifying the process and saving time. I'd like to provide additional details about matching transactions in QuickBooks Online (QBO).
Regarding your question, the match function primarily serves the purpose of marking the journal entry (JE) in the bank registry by adding a "C" next to it. It doesn't create any additional entries or modify the existing ones.
The function is designed to provide a straightforward and effective way to track and reconcile the JE without any unintended consequences. It focuses on enhancing efficiency and accuracy without generating any additional data.
I've added some articles below to learn more about categorizing transactions and the reconciliation workflow in QBO:
I'm always here whenever you need help with your bank transactions and any concerns related to QuickBooks. Take care and have a good one!
