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QuickBooks Team

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Let's match your bill payment instead of your bill, jwbards.

 

QuickBooks automatically downloads the latest available transactions every night around 10 PM PT. Once downloaded, you'll have the option to match your payment. To do this, you can follow these steps.

  1. Select the transaction to expand the view. 
  2. Review the Records found. These transactions are ones you already entered in QuickBooks.
  3. Select the link next to each record to get more details.
  4. Review the Deposit to field on the forms. Your transaction in QuickBooks is already in the account listed.
  5. When you’re done, select Match.

For future reference, you can run reports to know the aspects of your business. Please check this article.Run Reports In QuickBooks Online.

 

Fill me in if you need anything else. I'd be happy to help.

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