Thanks for visiting the Community page, @fletcher-kitsapp.
In QuickBooks Online, matching transactions are based on the date, amount, accounts, and transaction types. If you wish QuickBooks will detect the most accurate possible match, you need to set up rules.
To create one, here's how:
- Proceed to Bookkeeping or Banking (Take me there), then choose Rules (Take me there).
- Click New rule.
- Enter a name in the What do you want to call this rule? field.
- From the Apply this to transactions that are ▼ dropdown, select Money in or Money out.
- From the In ▼ dropdown, choose the bank or credit card account.
- Set the rule conditions. You can set a single rule with up to 5 conditions. Set and include the following, then select + Add a condition.
- In the Conditions fields, specify whether the rule applies to Description, Bank text, or Amount. Then select Contains, Doesn't contain, or Is exactly to decide how QuickBooks applies the rules.
- Select the settings for the rule. Select the Transaction type, Category, Tags, and the Payee to apply.
- Select Save.
QuickBooks automatically applies your rules to transactions in the For Review tab. These are the ones you need to review every day.
Then, can I also ask for the steps you take and screenshots? This will help me picture what is happening on your end.
With regards to your bug report, it will be sent once we confirmed the issue.
I'm also adding this link to help manage reports in QuickBooks:
Fill me in if you have other questions about your issue with reports. I'll be happy to help. Keep safe!
