Quickbooks match to existing transaction

How To Match Downloaded Transactions To Ones Manually In Quickbooks

Sometimes QuickBooks may not match the downloaded transaction with its counterpart in the register. If this happens, you can manually match the two.

Here are the steps to do this task:-

Step 1 –

In the Downloaded Transactions pane, click an unmatched transaction.

Step 2 –

Click on the More matching options link, and then click on Match to an existing QuickBooks transaction.

Step 3 –

Click on the transaction in the Unmatched transactions in the QuickBooks list that matches the Downloaded transaction.

What transactions are in the list?

Step 4 –

The Unmatched Transactions in QuickBooks list will show all the transactions in your account register that could match to the downloaded transaction – payments for Money Out transactions, deposits for Money In transactions.

Step 5 –

Click on the Last thirty days to show only the last 30 days of the unmatched transactions or click on Show all to show all Quickbooks transactions.

Step 6 –

The amount in the transaction you select should match the amount in the downloaded transaction. If it does not, when you save the match that you make, the amount in the QuickBooks will be changed to the amount in the downloaded transaction. Quickbooks Downloaded transaction issues call now: 1800-865-4183.

Step 7 –

Click on the Add Match to QuickBooks Help Support Phone Number by Intuit.