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Match Function in Bank Feeds (QuickBooks Online)

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Rachel Barnett

Using the Match Function in Bank Feeds

When financial transactions are downloaded into QuickBooks Online (via bank feeds) they are sometimes “matched”. This means that the downloaded transaction in the same dollar amount and the same or a similar date as a transaction that was previous entered into QuickBooks Online.  To process the matched transactions:

Linking banking transactions to existing QuickBooks Online data:

  1. Click on the tab called Recognized
  2. When the text says 1 Record Found
    1. Review the date in the column under category/match and review the date on the left side of the row.
    2. If the dates are within a few days of each other, choose match
    3. If the dates are weeks or more apart, click on the line and then click on the circle for add.
  3. When the text says 2 Records Found
    1. Click on the line to expand the details
    2. Review the related transactions, pick the transaction with the closest date to the date on the left side of the downloaded transaction.
    3. If there are multiple transactions with the same date… review the bank detail for more information to help you identify which line to match to the transaction. (Note: There are no shortcuts to make this easier/smoother/faster.)

Click here to download these instructions as PDF

Click here for a link to the QuickBooks Online sample file / sandbox

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This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.

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