ArielI
QuickBooks Team

Banking

Hello, @Marn D.

 

I recognize the importance of having the option to turn on and off the matching transactions in QuickBooks Online (QBO). Please know that your experience and feedback are valuable to us. I want to assure you that we take this seriously.

 

The Automatic matching isn't available in all QBO versions as we're still rolling out this feature.

 

For more details on manually matching transactions, you can refer to this article for guidance: Categorize online bank transactions in QuickBooks Online.

 

Furthermore, I recommend reconciling your accountsThis helps identify any disparities between your QuickBooks records and your bank statements. It also detects errors, like duplicate or missing transactions, as well as incorrect amounts.

 

If you have any further questions or encounter any other concerns, please don't hesitate to let us know. We're here to guide you smoothly through the transition to the new experience. We're thankful for your understanding and patience as we continually enhance our services.