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May 19, 2023 1:30 PM UTC
Question

Transactions showing in my bank feed & in receipts. Once reviewed in receipts, the transaction is still in my bank feed. If I match this, will that mean its in qbo twice?

After uploading my credit card bank feed, I then snap receipts linked to each of these transactions.
So they are showing in both areas.
So if I review and match in both banking and receipts, will that mean the transaction us in QBO twice?
Your help would be much appreciated ? ?

1 reply

May 19, 2023 3:01 PM UTC

Hello Hellbelle, thanks for posting on the Community page, so no matching it links it to the pre-exciting transaction, it doesn’t create a new on unless the target is an invoice. If you have a look at this help article it tells you all the steps you need to do.