Hi, 3436. I'm stepping into the thread to share more details about QuickBooks Online (QBO) matching transactions automatically.
The system detects a match automatically once the entries have similar details, such as dates, amounts, and payees/names. You can accept it by clicking on the Match button.
If you don't want to match them, tap on the transaction, then select either Categorize, Find match, Record as transfer, or Record as credit card payment to proceed.
It doesn't defeat the bank rule feature because banking rules automatically categorize the transactions. If your bank rules don't work, it might be because you're using a rule based on bank text when you meant to create a rule based on description, or vice versa.
On the other hand, the Enable suggested categorization option works for transactions with similar bank details only. Once the feature is disabled, the system will no longer try to match entries with identical bank details.
You can consider opening this article for more hints while reviewing and categorizing your bank entries in our system: Categorize online bank transactions in QuickBooks Online.
Aside from that, let's also ensure to reconcile your account regularly to compare your statements and QuickBooks' records.
I'm here and ready to answer any questions you have while working with your banking data. Please feel free to leave a reply below, and I'm just a few clicks away to assist you once more.
