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September 9, 2022
Question

Find matching transactions - additional search criteria

  • September 9, 2022
  • 1 reply
  • 0 views

When matching bank records to bill payments, I got to the Find Matches page and I am able to search by date, type of transaction and reference number.  Is there a way where I could search by additional information attached to a billl payment?  Like a custom field or the memo?

1 reply

LieraMarie_A
September 9, 2022

It's a pleasure to see you here in the Community, @chabber! Let me share some insights about matching banking transactions in QuickBooks Online. 

 

At this time, we can only locate transactions by date, type, amount, and reference number. When searching for dollar amounts, make sure to use a dollar sign or decimal point.
 

Having an option to find a match using custom fields or memos would be helpful. I encourage you to add your vote for this one by sending a request within QuickBooks. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers. 

 

Here's how:
 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.

 

For your reference, check out this link: How to Submit Feedback.

 

Here are some resources that will help you in managing your bank feeds:
 

 

Please come back and post a comment if you need further assistance with matching entries. I'm determined to ensure your success. Have a good day, @chabber!