I've got you covered, @CLM-Optimist.
Let me fill you in on everything you need to know about matching bank transactions in QuickBooks Online (QBO).
The main reason why you can't find a match is that the bank transaction has a different amount and date from the created checks in QuickBooks. You'll want to make sure that they had the same amount and date so you can match them from your banking feeds. Here's how:
- Click Banking from the left menu.
- Select the appropriate bank account.
- In the For Review tab, select the transaction you want to match to the check you created in QuickBooks.
- Then, click the Find Match option.
- In the Match transactions window, find and select the created check.
- Click Save.
On the other hand, you don't have to categorize and add your bank transactions once you already created them in QuickBooks. Thus, it may cause duplicate transactions and affect your balances. Matching them is the best way to do it.
If you need to learn more about categorizing and matching transactions in QBO, you can check out this article for more information: Categorize and match online bank transactions in QuickBooks Online.
Once you're set with your bank transactions, you can proceed with reconciling the account in QBO. Here's an article you can read for more guidance: Reconcile an account.
Keep in touch if you need more assistance matching your bank transactions. I'll be sure to get back to you.
