QuickBooks Online automatically suggests matches between remittances and bank transactions based on the same amount and a specific date range, a1mph2025. The system searches for matches within 90 days before and 20 calendar days after the transaction date.
If the match suggestion made by QuickBooks is not correct, we can click on Find other match or Match to search for different remittances. For step-by-step guidance on matching transactions, you can refer to this article: Match your bank and credit card transactions.
Creating bank rules can also help QuickBooks Online identify the correct remittances or other transactions to match with the downloaded data.
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