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Banking
We're delighted to have you here in the Community, rubberhead. I've come to help you with how we can manually find the matching entries in QuickBooks Online (QBO).
Beforehand, may I know if you've encountered any errors when trying to find matches on your banking entries? Any additional information is much appreciated. This way, it will further help us identify why you can't see the matching entries.
Since you've mentioned that the date range and the actual amounts of the transactions are correct, you'll want to check the original entry. Doing so will help us ensure that the final amount and date match the transaction in your bank feeds.
To help you on how we can manually search and match these entries, let's follow the steps below:
- In the left menu bar, go to Banking.
- Select the Banking tab and choose the appropriate bank account.
- Locate and click the transaction to expand the view.
- Click Find Match and ensure to adjust the date and transaction type filter.
- Select the matched transaction and click Save.
Additionally, I'd recommend setting up bank rules to help you categorize and add the transactions easily.
Moreover, it's best to reconcile your account regularly to ensure these matches your bank statements. This way, it would make your books balanced and accurate.
Don't hesitate to add a comment below if you require additional assistance when matching bank entries. We'd be excited to have you back in this forum and assist you further.