Thanks for checking in with us, marcbou.
When connecting your bank with QuickBooks Online (QBO), the connection type is read-only. Thus, the information downloaded and displayed in your account depends on what your bank shares with us and how your transactions are posted on your bank's website.
To automatically categorize the downloaded bank transactions, we can create bank rules. This way, QBO automatically applies your rules to transactions in the For Review tab to review it.
For the steps and details, check out this article: How to set and use banking rules for downloaded transactions.
There's a few possible reasons preventing you from matching multiple payments in QBO. Among these are:
- The transaction has not been reconciled.
- The transaction was entered using the same bank account.
- Make sure the Quickbooks Online transaction has not been previously matched to another bank downloaded transaction.
- If it is a deposit or payment received, make sure it is not on the Bank Deposit page (undeposited).
If you're still unable to find the match, you have the option to Exclude the transactions instead of matching them. This will simply move the transactions out of the For Review tab, and won't impact your books since you've already recorded the payment.
Here's how:
- Go to Banking on the left navigation panel.
- Choose Banking.
- Tick the For Review tab.
- Select the checkboxes of the transactions to exclude.
- Tap the Batch actions drop-down and press the Exclude Selected.option.
You can refer to this article for more details: Exclude expenses from downloaded bank transactions.
I have here a link where you can find articles about managing your bank feeds: https://quickbooks.intuit.com/learn-support/en-us/banking/07?product=QuickBooks%20Online.
Keep me posted if you need a hand with reconciling your accounts or any QBO related. I'll be here to ensure your success. Keep safe and healthy.
