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December 19, 2022
Question

What to do with "14 matches found"?

  • December 19, 2022
  • 1 reply
  • 0 views

How do I handle banking transactions that list "14 matches found".  My bank account is connected.

1 reply

DHeraV
December 19, 2022

I appreciate you dropping by here in the Community, @RoyD1,

Allow me to assist you today so you can match your bank transactions in QuickBooks Online (QBO). 

Since QBO looks for and tries to match your bank transactions with the transactions you've entered, the system might've detected 14 similar entries.

To fix this, I suggest you review those matches and pick the correct one.

Here's how: 

1. Find a downloaded transaction with the View option in the Action column.
2. Select View.
3. Review the Matching records found in QuickBooks. These are the possible matching transactions you already entered in QuickBooks.
4. Select the link next to each match to get more details.
5. Make sure one of these is a match. In particular, review the Deposit to, Payment method, or Bank account fields on forms for the existing transactions in QuickBooks.

(Note: The fields you see may differ depending on the transaction you are matching.)
6. Compare the potential matches. When you find the correct match, close the open transactions.
7. Select the correct match and then select Match.

For detailed information, kindly visit: Categorize and match online bank transactions in QuickBooks Online.

Additionally, here's an article that will guide you on how to use bank rules to automatically categorize transactions from your bank so you don't need to manually categorize them: Set up bank rules to categorize online banking transactions in QuickBooks Online.

Should you need any additional assistance in managing your bank transactions, feel free to leave a reply. The Community team is here to help anytime. Have a great day!