![]() This will enable QuickBooks to automatically categorize transactions for you. For further guidance on reviewing downloaded bank and credit card transactions, please refer to this article: Categorize and match online bank transactions in QuickBooks Online.Īdditionally, you can streamline your review process by creating a bank rule. ![]() ![]() Once you've made the corrections, return to the Banking page and use the Find match feature to pair the transactions. Filter its report period and click the amount on the report.Go to Reports and open the Profit and loss report.To view the transactions that make up the amount in the Profit and Loss report, follow these steps: This will allow you to pair them correctly. Ensure that the payee, amount, transaction date, and bank account match the downloaded transaction. Since the payment is appearing in the Profit and Loss report, I suggest reviewing the transaction. There’s a multicurrency issue with the exchange rates, or the transaction doesn't pass through the home currency at some point. ![]() The transaction is already matched to something else.The bank account on the payment is not the same as the bank where the match is located.The transaction is older than 6 months.In some cases, certain transactions may not find a match from existing records. Good day, here to provide you with information on how QuickBooks matches transactions in the Banking page.
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