Matching your bank transactions efficiently is our top priority, Gafana. I'll provide more explanations about matching transactions in QBO.
QuickBooks helps you by suggesting possible matches for your transactions, but you get to confirm them. It provides suggestions mainly for regular bank transactions and automatically matches transactions linked to QuickBooks Payroll, Bill Pay, and Payments.
QuickBooks recommends matches that have the same dollar amount and occur on the same date or within a date range from 90 days before to 20 days after the transaction.
Check numbers won't matter when matching transactions. If the suggested matches don't seem right, or if there are none, you can always select 'Find other matches' to do the matching manually.
Additionally, you can also provide direct feedback to our engineering team. They can consider your suggestion and potentially include it in future updates. We value customer feedback as it helps us enhance the various features of our products.
Here’s how:
- Select the Gear icon, then choose Feedback.
- Enter your comments or product suggestions.
- Select Next to submit.
You can also set up bank rules to help you automatically categorize transactions from your bank. Check this resource for more information.
Hit the Reply button below if you need more help. The Community team is here to back you up.
