ChristieAnn
QuickBooks Team

Banking

Thank you for visiting the QuickBooks Community, Ahrens. I'll be sharing details on how the Auto-matched works in QuickBooks. Beforehand, please know that QuickBooks is constantly changing and evolving based largely on the requests of users.  I'll ensure you can send feedback so our product developers can consider adding the feature in the next updates.

 

QuickBooks will automatically match your transactions once it detects entries with similar amounts and details to your bank statements. That being said, turning off the auto-match feature is currently unavailable. I encourage you to submit feedback and these requests and suggestions are forwarded to the Product Development Team for consideration in the future. To do that, you'll have to log in to your QuickBooks Desktop account and go to the Help icon and click Send Feedback Online.

 

Lastly, you may refer to this article to see steps on how you can reconcile your accounts so they match your bank and credit card statements: Reconcile an account in QuickBooks Desktop.

 

Let me know if there's anything else you need help with managing your transactions. Know that I'm always here to help you anytime. Take care and keep safe!