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JoanChanning
March 9, 2021
Question

QBO keeps reimporting expenses (checks) from the bank feed

  • March 9, 2021
  • 1 reply
  • 0 views

Client pays their bills with checks printed thru the QB process.  So their check is entered into QBO at that point and is assigned to an expense category.  When the check comes back thru the bank, QBO downloads it as an Expense and assigns it to the Uncategorized Expense category. 

Then we have to Unmatch the Expense, Match the Check to the Online Match that QBO found, and then we then have to delete the now unmatched Expense.  This process is cumbersome and is taking FOR-EVER.  It doesn't seem like this is how QBO should be working.  

Is something set up incorrectly?  

1 reply

DivinaMercy_N
DivinaMercy_N
March 9, 2021

I've got your back, @JoanChanning.

 

You have to use the Find Match option and make sure that you match the bank transaction to the correct check. This will prevent unmatching or deleting those transactions. Here's how:

  1. Go to the Banking/Transactions menu.
  2. From the Banking page, select the Categorized or Reviewed tab.
  3. Select the link in the Added or Matched column to review the transaction.

 

For more info, please see this article: Categorize and match online bank transactions in QuickBooks Online.

 

Then, to make sure your real-life bank balance matches what is in QuickBooks. Please head to our Reconciliation hub for the step-by-step guide.


If you need further assistance with managing your transactions in the QBO account, please post a response below. I'm always here to help you. Have a good one. 

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