JenoP
Moderator

Banking

Joining the thread to help you match your banking transactions, Malpal01.

 

Aside from the amount and date of the transactions, QuickBooks will also look for transactions that are in the bank register when looking for a match, This means that the system will not match transactions that are not yet deposited into the bank. 

 

You mentioned that you can still see the transactions in the Undeposited Funds account. In this case, you need to make a bank deposit. Here's how:

 

  1. Go to the + New button and select Bank Deposit.
  2. Select the correct bank account where you want to deposit the money.
  3. Enter all the details of the deposit.
  4. Hit Save and close

Once done, go back to the Banking section and match the transactions again. 

 

Let me also a couple more articles to give you more guidance and reference when using the Online Banking feature in QBO:

 

Don't hesitate to reach out to us again or add another reply if you have follow-up questions. The Community is always by your side to offer our help again.