Hello, village. I’m here to help you organize your QuickBooks records and ensure that all transactions align correctly.
Once your bank and credit card accounts are connected, QuickBooks Online automatically downloads your available transactions. It also suggests transaction matches based on factors like amount, description, and date. By reviewing and approving these matches, you can easily keep accurate and up-to-date financial information in the program.
The key here is careful matching to avoid duplicates and discrepancies. You can start by reviewing the entries in your bank feed and identify those that correlate with the payments you entered manually. Head to the Suggested matches section and verify the details before confirming any match to ensure accuracy.
If you need to locate a different existing payment, simply click the Find match radio button. Furthermore, if there are downloaded duplicates, we can easily get rid of them by using the Exclude feature.
For more tips and tricks on working with bank feed transactions, check out these articles:
Once everything is in order, you can start reconciling your accounts anytime.
Let us know if you have further questions about matching your transactions in QBO. We'll be right here to help you at any time.
