You know that when you connect to your bank and credit cardaccounts with QuickBooks, It will scan all your bank data lookingfor matches, and recognized transactions. You can match the banktransaction over the existing transaction in QuickBooks, As youreview the data. Here, we are giving some tips for MatchingTransactions that will make easy to work in QuickBooks Online BankFeed. And always we suggest for making sure that you have to avoidduplicates.
Here are top Five tips for the matching transaction.
Tip 1: To find the best match, View “Similar Records Found”

QuickBooks shows the book for all recorded transactions thatmight be a match when it looking for matches, it shows the booksfor recorded transactions that might be a match. These transactionswill show as the “similar records found”.

To catch a closer look in QuickBooks for the transactions, clickto explore the details and click the links to find the better lookas you want. Click match to accept the transactions. If it’s notworking then you can change the option by clicking the buttoncalled “find other records” to Add or Transfer.
Tip 2: Always Open New Window or Tab For Register

This is gonna be helpful for your bank register to open in newwindow or tab, so you can refer your previous transactions thatalready in the books as you mention the bank feed. When QuickBooksdoesn’t find your previous transactions has any match, simply youcan research again and again to find that transaction.

Whenever you make any changes in feeds, be sure always refreshthat page which is made in the window or tab.
Tip 3: Through the Match Tool You can Find Manually Match, as perRequired

If QuickBooks does not catch a match, May some reason occurthere. Usually, this by cause of the transactions may not presentin the books. But if the transactions present in the books, you cancommonly use the Find Match Tool to find the books manually.

Here some few reasons occur that might not match have beenadmitted:

The transactions are older than 180days.
The amount is the difference in QuickBooks thanwhat you had cleared the bank.
Transactions types in QuickBooks is differentthan the bank. The QuickBooks wants to check all the possibilitythat whether your transactions with an ACH or debit/credit cardswipe.
Whenever the transactions were recorded in thedifferent bank account. (See Tip 4:)
Two or more open transactions from the bank is apayment/deposit for the transactions in QuickBooks.

In the Find Match Tool, turn on the Suggested Matches to showdifferent options that might match. Or you also can use thefilters/search to find out the transactions.
Tip 4: Exclude, as required (and with caution!)

When you are sure that the transactions are recorded in thebooks but it cannot be matched. Where is an option called excludethem in the bank feed to refuse the transactions? You can find theoption is located in the Batch Actions.

Here some typical reason to exclude any transactions:

Whenever the two transactions are matched inthe bank feed across the one transactions in the register (in thisscenario, you should exclude both items).
The transactions are before adapted inQuickBooks.

Use Exclude with attention to escape difficulty reconciling bankaccounts, as the transactions will not mention into QuickBooks.When you have any doubt regarding this, work with an expert toescape missing or duplicated transactions.
Tip 5: Go to the Search Engine to Find the Transactions inQuickBooks

The transaction is recorded in QuickBooks and if you open it,but any match is still not available using the tool. So, go to theupper right corner of QuickBooks to help find the transactions.Remember when you are searching for a dollar amount, always use thedollar sign or the decimal point.

Usually, the transactions were recorded in the wrong bankaccount in QuickBooks. Sometimes, with the Find Match Tool notlocated any match. The reason occur is the dollar amount is higherthan the bank transactions in QuickBooks. If the case is found likethis then you have to go edit section and edit the originaltransactions and refresh the Bank feed window.

I hope this will help you. if not or want more discussion onthis topic please call our QuickBooks help number and talk to aCertified QuickBooks ProAdvisor at toll-free +1 800 941 3691.

If you have any other queries in your mind, you can read ourQuickBooks Blogs or visit our QuickBooks Community. In case, if youcan’t find your query then you can simply post your question in ourCommunity.