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March 24, 2023
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Matching bank transactions with multiple expenses

  • March 24, 2023
  • 1 reply
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Is there an option to "select all" when matching expense transactions in the bank review?  For example - if I have an ACH payment that includes 400 expense (vendors) transactions, clicking every single one of those boxes is very time consuming and tedious.  Thanks! DRoberts

Best answer by Angelyn_T

 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:

 

  1. Go to the Gear icon, then Feedback.
  2. Enter your comments or product suggestions.
  3. Tap Next to submit.

 

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.

 

Thank you for adding your first post to our forum. If you have follow-up questions, please feel free to post again or leave a comment below. I'm just a few clicks away to help you again. Have a good one!

1 reply

Angelyn_T
Angelyn_TAnswer
March 24, 2023

 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:

 

  1. Go to the Gear icon, then Feedback.
  2. Enter your comments or product suggestions.
  3. Tap Next to submit.

 

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.

 

Thank you for adding your first post to our forum. If you have follow-up questions, please feel free to post again or leave a comment below. I'm just a few clicks away to help you again. Have a good one!

July 1, 2024

So I see it's been over 3 years since first reported. Why is this simple improvement for select all in EFT and other multiple transactions is not in yet??? 

DSRobertsAuthor
July 1, 2024

I also send a screenshot EVERY month asking for the select all in Feedback. Like you said, simple improvement smh