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Matching bank transactions with multiple expenses
- March 24, 2023
- 1 reply
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My pleasure to have you here today, @DSRoberts. I'm here to share information about matching bank transactions with multiple expenses in QuickBooks Online (QBO).
The system allows you to match available transactions from the Match transactions window by picking them manually. Getting the Select All option is not yet available for now. I can see how beneficial this feature is for your business to save time from clicking every single transaction by hand. While it's not supported, I recommend sending a feature request directly to our product developers. This way, they can determine what enhancements and improvements are needed to make our product more effective and convenient for our users.
Here's how:
Once done, your valuable feedback goes to our Product Development team to help improve your QBO experience. You can track feature requests through the QuickBooks Online Feature Requests website.
For more hints while categorizing your bank data in our system, you can open this article: Categorize and match online bank transactions in QuickBooks Online.
On the other hand, you may also use bank rules to speed up the review process. I'm adding this material as your guide: Set up bank rules to categorize online banking transactions in QuickBooks Online.
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