How can i change the option of matching deposits to transactions to only bills ?

Good day, @crosario.

You can click the Find Match option. This way you'd be able to match your downloaded bank transactions with your manually created bills. I can guide you on how to do it.

1. Go to the Banking menu.
2. Choose the Banking tab.
3. Select the bank account you're working.
4. From the For Review section, locate the transaction you want to match.
5. Click the transaction to expand and view its details.
6. Hover to the Find Match radio button.
7. From the Match Transactions page, click the Show drop-down. 
8. Select Open bills and Bills Payments.
9. Locate and mark the transaction that matches your downloaded bank transaction.
10. Click Save.

You can read through this article for more detailed steps: Categorize and match online bank transactions in QuickBooks Online.

Also, I'm adding the articles below as additional reference in managing your bank transactions:

• Set up bank rules to categorize online banking transactions in QuickBooks Online

• Reconcile an account in QuickBooks Online

• Exclude a bank transaction you downloaded into QuickBooks Online

Know that the Community is always here if you need assistance with QuickBooks. We're always here to help. Wishing you and your business continued success. 

Thanks for that i have another question, For these transactions that i match with the bill the memo does not appear and i have to manually add them everyday for 700-800 transactions which takes 6-7 hours , is there any way or if we upgrade our package that we can add memo automatically ?

Hello there, crosario.

Let me share how online banking works. 

Does the bank downloaded transaction already have a memo on it? Or you manually enter it once they're available in the bank feeds? When connecting a bank account, the information downloaded into the system will depend on the data shared by your bank. I suggest contacting your bank first to determine if the details from the Memo field should also download into the system. 

If the Bank details info is also your Memo, you can select the setting to copy the bank detail to the memo. Here's how: 

1. Click Banking and select Banking.
2. Select the bank and go to the For review tab.
3. Above the ASSIGN TO column, click the small gear icon. 
4. Check the Copy bank detail to memo box.

Try to match a payment to the bill to see if you can see the Memo on the Bill and Bill payment page. 

You can use this link for more details in handling your transactions: Categorise and match online bank transactions in QuickBooks Online.

Feel free to mention me if you have other questions. Take care!

@Catherine_B I have the copy bank detail to memo option turned on yet it does not copy the bank detail to memo. is there an internal issue ? Could you please check into why that is happening 

Thanks for getting back to us, @crosario.

I have some information about the bank detail memo. This field will only get copied once you add the downloaded transactions into QuickBooks. This doesn't apply to matching transactions.

For more information about the file formats, check out the articles below.

• Format CSV files in Excel to get bank transactions into QuickBooks.

• Common errors for importing bank transactions using CSV.

• Fix bank upload errors in QuickBooks Online.

Feel free to also browse this link here if you need help with other tasks in QBO. It has topics with articles that'll guide you along the way.

Don't hesitate to reply anytime if you have other questions about banking. I'll be around for you. Take care and have a good one.

Hi @ShiellaGraceA The bank transactions are downloaded using the CSV format and the bills are also imported. The copy bank details has also been checked. Yet when i match the bills the memo stays blank i have to manually add memo to each transaction.

Thanks for the additional details you've provided above about the memo field info when matching transactions in QuickBooks Online (QBO), @crosario. This way, you're able to manage your bills and expense transactions accordingly.

For the time being, QBO lets you match your bills to your downloaded bank transactions through the Find Match feature. You're able to carry over the info on your bills or downloaded transactions' memo when utilizing the Add option. You'll have to manually add the memo details to keep them updated.

Once your transactions are categorised, I'd recommend reconciling your accounts (every month). This way, you can effectively monitor your expenses and detect any possible errors. You can refer to this article for the step-by-step guide: Reconcile an account in QuickBooks Online.

In the meantime, I'd also recommend visiting our blog. This way, you're updated with the latest news, features, and system upgrades with QBO. Kindly visit this page: The QuickBooks Blog.

Let me know in the comments below if you have other banking concerns or inquiries about managing transactions in QBO. I'm just around to help. Take care always.

@Rea_M But we have over 700-800 bills added with the find match option . Adding memo's to each by checking each transaction is taking us 7-8 hours a day to add 

Is there no way to work around this feature of manually adding ?

Hi @crosario,

I appreciate you for getting back to us about matching bank transactions. I would also do the same thing to make the process easier for adding the information to each bill.

However, a workaround to avoid entering memo details manually is unavailable. Though, it would be beneficial to have the feature in QuickBooks Online, too.

I believe the more suggestions we received, the easier it is to improve our products. So for this reason, I recommend that you send feedback by clicking the Gear icon and selecting the Feedback option (see screenshot below).

Our engineers might be working to bring this feature over to this platform in the future. You can check our QuickBooks Blog for product updates. 

Also, I've attached an article you can use to exclude personal or duplicate transactions in bank feeds: Categorize and match online bank transactions in QuickBooks Online.

Drop me a comment below if you have any other questions about matching transactions in QuickBooks. I'll be more than happy to help. Wishing you a good one.

@AlcaeusF  Another quick question , now that our company is growing and i use the upload CSV file into the journal entry and there were around 1500 entries. It took 1 hour to load into the journal and then save. Is there a faster way to upload such big files?

Welcome back to the Community, crosario.

I know time is essential when running a business. Let me share some information that will help load the journal quickly into the company file.

QBO, like all modern web-based software, also relies on your computer’s processing power, the bandwidth of your internet connection, and the available memory (RAM). A shortfall in any area will slow down the performance of the program.

To get the best online experience, make sure the operating system is up to date. Then, it meets the system requirements for QBO. I’m adding an article that contains solutions to improve the performance of the online system: Why is my QuickBooks Online slow?

Alternatively, upload the transactions by batch. Before doing so, review the mapping and settings of the data. This way, you can seamlessly perform the task. Check out this article for more details: Format CSV files in Excel to get bank transactions into QuickBooks.

For additional resources, the following guide provides answers to frequently asked questions about importing data into QuickBooks. From there, you’ll see the link on how to perform the process: What information can I import to QuickBooks Online?

Feel free to visit the Community again if you need help with the product. I’ll be around to assist further. Have a great day ahead.