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Replying to:
Maybelle_S
QuickBooks Team

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I empathize with the struggles you must have faced, kdodds.

 

Deposits may automatically match with QuickBooks Payments transactions, streamlining your workflow by eliminating the need for manual reviews. Nevertheless, we advise you to double-check the matches in the Categorized or Reviewed tab to ensure accuracy.

 

Here's how:

 

  1. Go to Banking.
  2. Choose the tile for the account you want to review.
  3. Select the Categorized or Reviewed tab.
  4. Click the link in the Added or Matched column to review the transaction.
    1.PNG

 

Furthermore, should you need to make changes or modifications, you can undo the categorization and then re-categorize as needed. Another option is to disable the Auto-match feature, preventing bank transactions from automatically aligning with your QuickBooks payments transactions. I'll guide you on how to do it.

 

  1. Go to the Categorized or Reviewed tab.
  2. Select Settings ⚙ at the top of the transaction list.
  3. Turn the Automatic matching switch Off.

 

Let me know in the comment below if you have other questions. I'm always willing to help. Take care!

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