allen25glenn
Level 2
‎August 31, 2022 03:44 AM

Auto-Match

I imported csv file of latest Credit Card statement on QBO. Prior to that, I already entered credit card transactions. Usually, I matched most of the transactions. But why does today there are no Auto-Match function from my bank feeds? If I ADD those transactions, they will duplicate my already entered transactions. If I do Match, QBO will find a transaction that will match but no entered transactions on the list. How should I do this?

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JonpriL
Moderator
Moderator
‎August 31, 2022 04:59 AM

Getting Started

Hello @allen25glenn,

 

I wanted to ensure you're able to match your credit card transactions in QuickBooks. Therefore, I would like to ask for a few verifications like the name of your credit card company and how did you create the CSV format (3 or 4 columns) of your credit card transactions?

 

Keep me updated in the comments below. Hope to hear from you as soon as possible. Take care and stay safe!

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allen25glenn
Level 2
‎August 31, 2022 06:20 AM

Getting Started

I found a way to my problem. I just tried importing qbo file format. But it did duplicate my bank feeds. Now, I have so many to exclude. I observed that in CSV file, the transactions are in reversed: charges were "Received" and payments were "Charges". In my future use, I will prefer qbo than csv file so that I don't have to deal again with this problem.

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DivinaMercy_N
Moderator
Moderator
‎August 31, 2022 07:10 AM

Getting Started

It's nice to see you again here in the Community, @allen25glenn.

 

I'm glad to know that you found a way to fix your issue regarding the auto-match feature in QuickBooks Online. I appreciate you sharing details about this so that other users who find this thread can have an idea of ​​how to deal with this situation.

 

Please know that I'm always here to provide further help if you have any other QuickBooks concerns. Feel free to post here at any time.

 

Wishing you all the best!

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