Hi there, Davvyboy,
Thanks for getting back to us and sharing additional information about your concern. I can add some more information about matching transactions in QBO.
At the moment, matching an expense to multiple downloaded bank transactions is currently not an option in QuickBooks Online. However, I have outlined a workaround for you to get your work done.
You can exclude the online banking transactions in the Banking page, and manually clear the expense in the register. This way, the total amount that's cleared in your bank matches with what's in QuickBooks. Let me guide you through the steps:
Step 1: Exclude online banking transactions
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Select Banking from the navigation panel.
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On the Banking page, click the For Review tab.
- Select the checkboxes of the transactions to exclude.
- From the Batch actions drop-down, choose Exclude Selected.
Step 2: Manually update the expense status
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Click Accounting from the left navigation panel.
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Select Chart of Accounts.
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Look for the account where the expense is added, and click View register.
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Find the transaction that needs to be cleared.
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To highlight, click on the transaction.
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Click on the top line of the transaction in the field between the Deposit and Payment amount.
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You can continually click on the status field to get the cleared status (C it is cleared).
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Click Save.
That should do it, Davvyboy. While the option you're requesting is unavailable, I'd recommend sending this preference to our engineers. Your suggestion helps them understand where we can improve and what features should be added so we can better serve you. You can follow the steps below for them to account your request:
- Go to the Gear icon.
- Choose Feedback from the drop-down.
- Enter your Comments, Suggestions or Feedbacks.
- Choose Next.
- Select a category.
- Click Send message.
I'll do the same thing on my end to reinforce your request. Please feel free to notify me if you have any more concerns with QuickBooks. I'll be your happy guide. Have a great day!
