If I have matched all receipts and expenditure going through the bank account, how can I identify any items that remain unmatched to a bank entry?

barrowfarmrda · ‎December 03, 2024

All items uploaded from the bank have been matched to transactions, but I am worried that there may still be unmatched sales, receipts, expenses on Quickbooks that should not be there

AdonL · ‎December 03, 2024

You've come to the right place for help, Barrowfarmrda. Let's ensure you didn't overlook anything when matching bank transactions in QuickBooks Online (QBO).

In QBO, you can add or match your transactions to ensure the program matches what's in your real-life bank account. To ensure you didn't miss anything, you can view unmatched transactions by following the steps below

Transactions in the bank feed that have been added or matched are indicated by a rectangle symbol, while those that have not are displayed without this sign. Refer to the screenshot below for additional guidance:

For more details about matching downloaded transactions, check out these guides:

I'll share this article containing insights on how to monitor the amount of money moving in and out of your business. Use reports to track cash flow in QBO.

Keeping accurate records contributes to the overall health of your business's financial management, Barrowfarmrda. You can message us anytime if you still have questions about matching transactions in QBO. We're always here to help.