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December 17, 2020
Question

Matching Reports

  • December 17, 2020
  • 1 reply
  • 0 views

Is there a way to run a report for a supplier that shows which bills and credits have been matched in the banking screen?

1 reply

PatriciaT
December 18, 2020

Hi Ttree,

 

I'm glad to hear you're taking advantage of the Online Banking feature to automatically download and categorize your transactions. QuickBooks Online offers tons of great financial reports to help you stay on top of your business health. I'll be happy to share more on this.

 

At the moment, there isn't any available report displaying only matching transactions from the Bank Feeds. Accessing the Reports menu and going to the What you owe, or Expenses and suppliers section will help you explore various reports to analyze a particular supplier in your account. I can see how having a feature to display a matching report would have benefited your business, and I invite you to submit feedback directly to our engineers. Great innovations are constantly made in our product thanks to users like you. For more on online banking and the matching feature, check out these articles.

Feel free to also visit our Apps menu to find a third-party app that could better assist you with your task.

 

Have a great day!