GST and BAS

Hello there, hbscoresby@optus. We're glad to have you back.

When QuickBooks downloads bank data, it tries to find a match with any QuickBooks transactions already entered. If you agree with the match information shown in the row, click the Match button. This will match with the existing QuickBooks transaction. 

Still, you can review the transactions that should be matched the entries by opening the bank transaction (double click). Then, click Find match to make sure to allocate the correct transaction. 

To make sure your data and accounting reports will remain accurate, I'd recommend consulting your accountant when doing this process. 

You can use these articles for additional tips when categorising or matching entries in QBO:

• Categorise and match online bank transactions.
• Reconcile an account in QuickBooks Online.

Also, ensure to set the correct reporting date and customise it appropriately according to your needs. 

Please let us know if you still need assistance. QuickBooks Team is always here to help you. Stay safe and be well.