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cleverdoginc
December 24, 2020
Question

qbo add and match column now review and confirm

  • December 24, 2020
  • 1 reply
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qbo add and match column now review and confirm.  What is the difference and how does it now work?

1 reply

Rose-A
Rose-A
December 25, 2020

It's good to hear from you today, cleverdoginc.

 

I can provide some details regarding the new  Review and Confirm options in QuickBooks Online.

 

If you need to categorize or match a transaction on the banking page, you can click the Review button to show all the options that need classification.

 

 

However, if the transaction is showing the correct details and doesn't need to be reviewed or matched, you can select the Confirm button. This will move the transaction to the Categorized tab.

 

 

For your reference, check out this article: How to use Online Banking, Connect Bank Accounts, and Review your Bank Feed in QuickBooks Online. This will provide you links from connecting, importing, and splitting your transactions in QuickBooks.

 

Additionally, I'd encourage you to visit our QuickBooks Blog, so you'll be updated with our latest news and updates including product improvements. Just go to https://quickbooks.intuit.com/blog/.

 

You can tag my name anytime in the comment section below if you have other questions or concerns. I'd be happy to lend a helping hand. Take care and have a beautiful day.

B
bcloutier
January 17, 2021

Can I change it back to "Add" and "Match"?  

 

Add & Match is WAY less confusing for all my clients. 

    M
    MaryAnn_E
    January 18, 2021

    Hi there, @ bcloutier.

     

    This works as designed for QuickBooks, @bcloutier.

     

    The new  Review and Confirm option is a feature where you can categorize or match a transaction on the banking page.

     

    The Add option is simply adding bank transactions to your bank register. This is used when you have nothing to match in QuickBooks. If the amount of your invoice matches the bank transaction, the invoice becomes a matching entry. And, you will see the Match option on the bank transaction instead of Add.

     

     

    Here's an article with a video tutorial for your reference: Categorize and match online bank transactions in QuickBooks Online. See more video tutorials about QuickBooks here.

     

    Our engineers are always looking for ways to enhance your business experience. If you would like to stay up-to-date with the latest updates and new features, I encourage you to follow our blog.

     

    Let me know if you have other concerns. I'll be around.

     

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