How to Automatically match QuickBooks Online product transactions

Discover how QuickBooks Online streamlines your financial tasks by automatically matching transactions from QuickBooks Payroll, QuickBooks Payments, and QuickBooks Bill Pay. No more manual matching required!

QuickBooks seamlessly matches:

• Paychecks paid through QuickBooks Payroll via direct deposit.
• Bank deposits corresponding to QuickBooks Payments transactions.
• Bills corresponding to QuickBooks Bill Pay transactions.

Easily access and review automatically matched transactions in the Bank transactions section under the Categorized or Reviewed tab.

Automatic matching not only enhances accuracy but also saves valuable time, especially during tax season. Keep this feature enabled to streamline your financial management process.

To manage automatic matching:

1. Navigate to Transactions, then Bank transactions.
2. Choose the Categorized or Reviewed tab.
3. Click on Settings ⚙️ at the top of the transaction list.
4. Toggle the Automatic matching switch On or Off as needed.

Please note that automatic matching may not be available in all accounts yet.

In instances where QuickBooks cannot automatically match transactions, such as when your bank doesn't provide unique IDs for payments, you'll need to manually match them yourself.

Stay on top of your finances with QuickBooks Online! For more details, visit https://wuzypro.com/pages/quickbooks-online