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singabo85
December 8, 2021
Question

QB online - Checks written through QBO don't auto match

  • December 8, 2021
  • 1 reply
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So I write a lot of checks for the same amounts. I do it through QBO. When the same checks come through downloaded bank transactions, QBO always asks me to match it. Why doesn't it auto match with check #s? 

 

1 reply

JessT
JessT
December 8, 2021

Hi singabo85,

 

I appreciate you taking the time to share your concerns here about matching your transactions.

 

I understand the convenience of using check numbers as one of the bases to auto-match transactions. However, the downloaded transactions have a separate field for them, so even if that information is included in the bank details, it is not that useful for auto-matching transactions.

 

If most of your transactions have the same amount, you also want to add another layer of condition to your bank rule to refine the matching process. You can use both the Description and Bank details. However, I just want to share that the same transaction types with the same amounts usually require a confirmation from users.

 

After matching, you can proceed to account reconciliation.

 

If you have other questions in mind, feel free to go back to this thread. Take care and have a good one.

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