Thank you for joining the thread today. Let me guide you through matching your entries in QuickBooks Online (QBO).
Matching in QuickBooks links downloaded transactions with the existing ones (manually recorded), such as invoices, bills, receipts, or payments, to avoid duplicates. The system automatically detects a match when the transactions are recorded under the same bank account with identical payees, amounts, and dates.
To discover potential matches for your income or expenses, follow these steps:
- Tap on the Find Match button.
- Choose Find other matches.
From there, you can refine the results by customizing the transaction types and date ranges to find all the possible matches.
If your transactions are downloaded separately in their respective bank feeds, pairing them isn't possible. You may have to review and categorize them individually.
Additionally, you can utilize bank rules to streamline the review process and categorize your banking data automatically.
Please feel free to leave a comment below if you have other questions while working with your bank feeds in QuickBooks. I'm more than happy to help you again. Keep safe!
