Save Time with Automatic Transaction Matching in QuickBooks

Managing finances is often one of the most time-consuming tasks for small businesses. Between tracking customer payments, vendor bills, and employee payroll, it’s easy for duplicate entries and errors to sneak into your books. That’s why QuickBooks has introduced a smarter way to keep your records accurate: automatic transaction matching.

With this feature, QuickBooks automatically matches bank feed transactions to those you’ve already recorded in QuickBooks Payments, Bill Pay, or Payroll. The result? You save time, avoid duplicate entries, and gain confidence that your books are always up to date.

Here’s how it works:

• Automatic matching in action: Transactions flagged as Auto under the “Posted” tab have been matched for you.

• Review and adjust: If anything looks off, simply select the transaction and click Undo to send it back to Pending.

• Find your own matches: Didn’t see the match you expected? Toggle a transaction from Categorize to Match, then select the correct record.

• Filter with ease: Use the filters dropdown to view only automatically matched transactions for faster reconciliation.

By letting QuickBooks do the heavy lifting, you can focus on growing your business instead of wrestling with spreadsheets.

Ready to simplify reconciliation and keep your books error-free? Get QuickBooks Online today and spend less time on bookkeeping—and more time running your business.