Bundled Bank Transactions

Welcome to Community space, Putnammi. You don't need to split transactions, as this will create an additional entry in QuickBooks Online (QBO). Let me clarify how this works.

QuickBooks allows you to link single transactions with multiple bills or invoices. Therefore, you no longer need to split the entry downloaded from your bank.

To ensure you can successfully match your transactions, you can undo the split transactions you've made. Once done, you can begin the matching process. Here’s how to proceed:

1. From the Bank transactions page, look for the (#) matches found.
   
   

    

2. Look for “matches found” in the Categorize or Match column.
3. Review the Suggested matches for any possible matching transactions already recorded in QuickBooks.
4. Select the link next to each match to view more specifics. Ensure that the match is accurate. If the provided matches seem incorrect, you’ll need to select Find other matches and match manually.
5. If a match is confirmed to be correct, select it, and then click Match.
   
   

You can visit this link for more detailed steps on how to properly match your transactions.

Once a match is confirmed, QuickBooks will move the transaction under the Categorized tab. If you need to make changes, you can review the transaction there and select Undo. This action will move them back to the For review tab for further examination.

Additionally, to ensure the accuracy of your financial records, you can check out this article: Reconcile an account in QuickBooks Online.

Properly matching your transactions is crucial to keeping your financial records accurate and streamlined. If you need further assistance or have more queries about matching transactions, please don't hesitate to circle back.