Hello there, @Operrra.
I want to ensure you're able to reconcile your account in QuickBooks Online (QBO).
In QBO, once you connect your bank account, you can match the downloaded transaction to the invoice payment. By doing this, QuickBooks connects the two, so there are no duplicates.
To do this, here's how:
- In the left menu, click Transaction.
- Go to the Banking tab.
- Select the tile for the account you want to review.
- Navigate to the For Review tab to start your review.
- Select the deposit to expand the view.
- Choose Find match.
- You can use filters/search to locate transactions.
- Select the matched transaction.
- Click Save.
After that, you can continue reconciling your books. You can use this article for guidance: Reconcile an account in QuickBooks Online.
Here are also some resources that will help you in managing your bank feeds:
Please leave a comment below if you have any additional concerns. I want to make sure everything is taken care of for you. I'll be here to help. Have a wonderful day!
