These transactions will show as “ # similar records found.”Ĭlick to expand the details and click the link(s) to the transaction(s) in QuickBooks to take a closer look. When QuickBooks looks for matches, it reviews the books for recorded transactions that might be a match. Tip #2: View “Similar Records Found” to see potential matches Transactions added or matched are automatically marked “cleared” in the register after you accept them in the bank feed. If QuickBooks doesn’t recognize that a transaction has a match, you can easily research why not.īe sure to refresh the page to reflect changes made in another window or tab. It may be helpful to have the bank register open in another window or tab so that you can refer to transactions already in the books as you review the bank feed. Tip #1: Open your Register in another Window or Tab Here are five tips for matching transactions and my advice for making sure you avoid duplicates. As you review the data, you can match the bank feed transactions against existing transactions in QuickBooks. Here’s part one, part two and part three.Īs mentioned in part three, after connecting your bank and credit card accounts, QuickBooks will scan your bank data looking for matches, rules and recognized transactions. In this 4-part series, I’m reviewing some of my favorite tips for helping your clients work with bank and credit card feeds in QuickBooks® Online.
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