How do I match a journal entry to a bank payment

Matching transactions in QuickBooks Online is easy, N0236.

Beforehand, make sure to add the correct date range for the entries. Doing so helps the program find and match the transactions.

 Here's how:

1. Go to Bookkeeping and then select Transactions.
2. Select Bank transactions
3. Choose the payment on the list. Then, select Find a match.
4. From the Match transactions page, select Journal Entries.
5. Add the correct From and To date.
6. Locate the journal entry, then Save.

For more details about matching transactions in QuickBooks, please see these resources:

• Categorise Bank Transactions in QuickBooks Online
• Set up Bank Rules to Categorise Bank Data in QuickBooks Online

Additionally, I've added an article that'll help you review your accounts in QuickBooks to make sure they match your bank and credit card statements: Reconciliation Workflow.

Please keep us posted if you need additional assistance in reviewing your transactions. We want to make sure your record is accurate.