BLACK FRIDAY SALE 70% OFF QuickBooks for 3 months*   Ends 11/30

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
KlentB
Moderator

Reply to message

Thanks for reaching out to us, Wendi.

 

I'm here to help you match your downloaded transaction to the existing one. This way, you won't have duplicates. Here's how:

 

  1. Go to the Transactions or Banking menu.
  2. Head to the Banking tab, the choose a bank account.
  3. Locate and select the downloaded transaction to expand the view.
  4. Select the Find match option
  5. Review the matching records found in QuickBooks. 
  6. Select the checkbox of the correct match. 
  7. When you're done, click Save or Match.

I've also added some articles that will guide you in reviewing the downloaded bank transactions and put them in the correct accounts:

 

If you have further questions about bank feeds, just leave them below. I'll make sure to answer them.

Need to get in touch?

Contact us