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cbusa
December 30, 2024
Question

If you upload pdf's under attachments will quickbooks online match bank feeds to these?

  • December 30, 2024
  • 1 reply
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I went up to search and in the spy glass type in attachments. Under there I uploaded a bunch of pdf's. WIll quickbooks online bank feeds match to these?

1 reply

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NerbynMaeI
December 30, 2024

The PDFs uploaded in the attachments do not align with the online bank feeds, @cbusa. Allow me to explain further below.

 

When you upload PDFs under the attachments section, the bank feeds will not automatically match the documents. At the same time, you can conveniently store PDFs for reference. The bank feeds function relies on transactions directly imported from your bank or credit card accounts.

 

To reconcile your bank feeds effectively, you'll need to ensure that the transactions show up in the bank feeds itself. If you have any specific transactions in the PDFs, you may need to enter them manually or ensure they're properly recorded within QuickBooks to have everything matched accurately. 

 

Furthermore, I recommend checking these valuable resources to have detailed insight into matching bank feeds:

 

 

Keep this thread handy for future questions or concern about matching your bank feeds. I am always here to support. We are looking forward to assist you. 

C
cbusaAuthor
December 30, 2024

Thanks, if I upload pdf's under expenses is there a way to make these not post? What about bills? I prefer they post only if they are matched to a bank feed

S
SheandL
December 30, 2024

I understand the importance of having the ability to post your bills only when they're matched with your bank feeds, cbusa. Since this feature is unavailable, let me to offer you a workaround that will assist you in managing this process.

 

Before that, I suggest submitting this suggestion to our product engineering team. They will review your suggestion and may consider integrating this functionality in future updates. To send one, here's how:

 

  1. Go to the Gear icon menu at the top, then select Feedback.
  2. Enter your comments or product suggestions.
  3. Click Next to submit feedback.

 

In the meantime, consider creating a purchase order (PO), as this is a non-posting transaction that doesn't affect your financial accounts. Then, once a matching transaction appears in your bank feeds, you can convert your PO into a bill, allowing you to record and link it to an actual bank entry.

 

To do so, here's how:

 

  1. After you saving your purchase order, click the + New button.
  2. Under Vendors, select Bills.
  3. On the Vendor dropdown, choose the same supplier as your PO. 
  4. The Add to Bill window will open, displaying the Purchase Order you created.
  5. Click the Add button to link it to your bill.
  6. Then, navigate to the Save and close button.

Here's a screenshot for your reference:

 

 

I'll include this article, which you can save for reference if you need help with matching your bank and credit card statements in QuickBooks: Reconcile an account in QuickBooks Online
 

Should you have any other questions regarding this matter, @cbusa, feel free to post or comment in this forum. I’ll be here to assist you every step of the way.

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