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Oct 2, 2021 5:03 PM UTC
Question

I have a bank transaction that says "Partially matched: -£2,372.56 remaining out of -£2,445.25" how do I find the 72.69 that has been incorrectly partially matched?

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1 reply

RenjolynC
Oct 2, 2021 8:35 PM UTC

Good day, liam10.

 

I'll be glad to walk you through steps.

 

When a transaction is added from the For review page, it will be posted on the Categorized tab. From there, you will be able to see which transaction it was partially matched to.

 

You can undo the transaction to add it back to the For review tab. Then, match the transaction to the correct amount recorded in QuickBooks Online.

 

Here's a sample screenshot for reference: 

 

To learn more about matching and categorising your downloaded transactions, check out this article: Categorise and match online bank transactions in QuickBooks Online.

 

When everything is recorded for the month, you can start reconciling the account. The steps are included here.

 

I'll be around if there's anything else you need help with your QuickBooks Online account. Just leave a reply below and I'll get back to you as soon as I can. Take care!