Banking
Good morning, @Steve6515.
Thanks for reaching out to the Community for support. I hope you're enjoying your day so far.
When matching transactions in QuickBooks Online, there's no feature to auto-match them. You'll need to manually match them using the Find match option for now. However, on the other hand, you can set up a new bank rule. When you set up a new bank rule, you no longer need to look for a match on your bank feed transactions manually. QuickBooks Online will scan your downloaded bank transactions and compare them to your recorded transactions.
For example, if you have an invoice for a specific customer and their payment is already there on your bank feed, the system will detect that the invoice in question is a possible match for the payment. Once it detects the match it will be highlighted with a message stating 1 record found. Of course, the number of records found can change if it detects more. The more QuickBooks uses your bank rules, the better it gets at categorizing. After a while, it can even scan transactions and add details like payees. I've included the steps to set up bank rules below.
- From the Banking menu, choose Rules.
- In the upper-right corner, click on New Rule.
- Fill in the required fields of the form.
- At the bottom, ensure that Automatically confirm transactions this rule applies to is turned on.
That's all there is to it. Check out Setup bank rules to categorize online banking transactions in QuickBooks Online to see more details about bank rules.
Please do let me know if you have any questions about this process. It's my goal to make your use of QuickBooks as easy as possible. As always, you can reach out to the Community or me at any time. Take care!
