Clover and Bank Reconciliation

Hi, Roseli. I'm here to share some insights on how QuickBooks Online (QBO) handles your online banking transactions.

When you connect Clover to QBO, QuickBooks analyzes your downloaded transactions against your locally entered data to match them. It also suggests categories for each downloaded transaction based on your previously accepted entries.

Often the reason why QuickBooks is unable to show the correct match is that the actual amount or date of the transaction is off. You'll want to check the original entry to ensure that the final amount and date match the transaction in your bank feed.

However, if it still not showing the correct transaction, you can turn off the Suggested Matches filter to see the full list. Here's how:

1. Select Banking from the sidebar menu.
2. Go to the Banking tab, then choose the appropriate account.
3. Locate the transaction you want to match, then click it to expand the view.
4. Click Find match.
5. Adjust the date and transaction type filter, then toggle off the Suggested Matches option to view the full list.
6. Tick the checkbox of the transactions that should be matched to the downloaded transaction.
7. Be sure the total amount is correct, then click Save.

I'd also encourage setting up bank rules so it would be easier for you to categorize and add the transactions.

Once everything is fine, you can start reconciling.

I'm adding this article to learn how to review your beginning balance and look for issues for accounts you haven't reconciled before: Fix issues the first time you reconcile an account in QuickBooks Online.

Message us back by clicking the reply button if you require further help with reconciling in QBO. The Community team is always willing to back you up. Have a great day!