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February 6, 2020
Question

Marching credit card transaction

  • February 6, 2020
  • 1 reply
  • 0 views

I am struggling  on how to go about this, when the feeds from my bank and credit card gets uploaded, I don't know the correct way of matching this two together.

1 reply

February 6, 2020

Hello @Sunny11,

 

You'll have to add and match all your existing transactions from both accounts if they are all deposits and expenses. But if not, you'll have to manually create the corresponding entry of your downloaded transactions. Then, follow the steps below to match them:

  1. Go to Banking.
  2. Under Bank and Credit Cards, select your bank or credit card account.
  3. On the For Review tab, select any transaction you wanted to categorize.
  4. Click Find match.
  5. Select your existing transaction.
  6. Click Save.

Here's an article you can read to learn more about how you can categorise your downloaded transactions: Download, match, and categorise your bank transactions in QuickBooks Online.

 

I've got you this helpful article in case you need some ideas about how you can reconcile your bank and credit card accounts account: How do I?

 

Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Thanks for dropping by.