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KerryGEndurance
August 3, 2022
Question

Find Match: Checking off multiple transactions using shift key

  • August 3, 2022
  • 1 reply
  • 0 views

Quickbooks needs to add the "Shift-Click" setting to multiple areas in QB.  For this example, I would like to match one bank transaction to ~2-300 check payments.  As it stands right now you have to manual click each box instead of being able to shift and click them all or even a box at the top to select all.  Does anyone know if I'm missing a way to do this? Thank you

1 reply

M
Mark_R
August 3, 2022

We heard your feedback and suggestion, @KerryGEndurance.

 

Using the shift key to select multiple transactions is currently available in the area of the Banking page and Chart of Accounts. 

 

I understand that you want to utilize the shift key option on the Match transactions page to easily match multiple transactions instead of clicking them one by one. 

 

While this option isn't available, I suggest submitting feedback directly to our product engineers. This way, they can review your request and add it to the future update. To submit feedback, you can go to the Gear icon and select Feedback. Then, enter your suggestion and click Submit.

 

When you're finished matching the transactions, you may want to reconcile your bank account. This is to ensure your QuickBooks transactions match your bank statement.

 

If you have concerns regarding other features, we're always here to listen. You're welcome to post again or leave a reply below.

K
KerryGEnduranceAuthor
August 3, 2022

Thank you for the response.  I'm aware of the shift selection in the banking screen and we definitely do the reconciliation each month.  Coincidentally I also tried filtering to all the transactions (that make up the large amount which hit the bank) in the reconciliation and then check all at the top (for the filtered transactions) and it would not check each of them individually either. Thoughts? I'll submit feedback too. Thanks,

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