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Banking
I have valuable information that will help you overcome this obstacle and enable you to view all your transactions in the QuickBooks Online App.
QBO matches up transactions for you. For instance, when a payment for an invoice aligns with a downloaded income transaction, QuickBooks Online recommends it as the corresponding payment for that invoice. I'll show you how to quickly scan matched transactions and approve them using the QuickBooks Online app. Here's how:
- Select Banking.
- Choose a bank, and use the list icon to get a better view of all connected accounts.
- Select New Transactions. This will bring up a list of suggested matches.
- If a match is correct, swipe right to accept it. If you want to see transaction details, select the transaction.
- If there's just one match and it's correct, select Accept.
- If there are multiple matches, choose the correct one, then select Accept.
- If none are correct, search to find other possible matches. Choose the correct one, then select Accept.
In addition, check this article to combine multiple transactions into a single record so QuickBooks matches your real-life bank deposits: Record and make bank deposits in QuickBooks Online.
If you have any inquiries regarding deposits in the QBO App or require further assistance, feel free to reach out to me here. Wishing you a wonderful day!