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crosario
April 11, 2021
Question

How can i change the option of matching deposits to transactions to only bills ?

  • April 11, 2021
  • 1 reply
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1 reply

IamjuViel
IamjuViel
April 11, 2021

Good day, @crosario.

 

You can click the Find Match option. This way you'd be able to match your downloaded bank transactions with your manually created bills. I can guide you on how to do it.

  1. Go to the Banking menu.
  2. Choose the Banking tab.
  3. Select the bank account you're working.
  4. From the For Review section, locate the transaction you want to match.
  5. Click the transaction to expand and view its details.
  6. Hover to the Find Match radio button.
  7. From the Match Transactions page, click the Show drop-down. 
  8. Select Open bills and Bills Payments.
  9. Locate and mark the transaction that matches your downloaded bank transaction.
  10. Click Save.

You can read through this article for more detailed steps: Categorize and match online bank transactions in QuickBooks Online.

 

Also, I'm adding the articles below as additional reference in managing your bank transactions:

Know that the Community is always here if you need assistance with QuickBooks. We're always here to help. Wishing you and your business continued success. 

C
crosarioAuthor
April 13, 2021

Thanks for that i have another question, For these transactions that i match with the bill the memo does not appear and i have to manually add them everyday for 700-800 transactions which takes 6-7 hours , is there any way or if we upgrade our package that we can add memo automatically ?

C
Catherine_B
April 13, 2021

Hello there, crosario.

 

Let me share how online banking works. 

 

Does the bank downloaded transaction already have a memo on it? Or you manually enter it once they're available in the bank feeds? When connecting a bank account, the information downloaded into the system will depend on the data shared by your bank. I suggest contacting your bank first to determine if the details from the Memo field should also download into the system. 

 

If the Bank details info is also your Memo, you can select the setting to copy the bank detail to the memo. Here's how: 

 

  1. Click Banking and select Banking.
  2. Select the bank and go to the For review tab.
  3. Above the ASSIGN TO column, click the small gear icon. 
  4. Check the Copy bank detail to memo box.

Try to match a payment to the bill to see if you can see the Memo on the Bill and Bill payment page. 

 

You can use this link for more details in handling your transactions: Categorise and match online bank transactions in QuickBooks Online.

 

Feel free to mention me if you have other questions. Take care!

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