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Chapter 11. Using QuickBooks Online > Matching Transactions

Matching Transactions

When you download your bank statement, QuickBooks automatically attempts to match transactions in your bank statement with transactions in your QuickBooks program. Unmatched transactions are noted at the bottom of the window. You can order QuickBooks to record an unmatched transaction in your bank account register.

Match Transactions

Select Online Banking Center from the Banking menu.

Click the QuickStatement that appears in the Items Received from Financial Institution area of the Banking Center window.

Click the View button.

A message appears indicating how many transactions are matched and how many remain unmatched.

Click OK.

Unmatched transactions are transactions that don't agree in an obvious way with transactions in your register (shown at the top of the window). Change a transaction in the register so that the information matches the description of an unmatched transaction.

Click Record to record the changes you've made in the register.

An unmatched transaction that was never recorded in your register can be added to the register by clicking the unmatched transaction and then clicking Add One to Register (or clicking more than one transaction and clicking Add Multiple).

Click Done when all the unmatched transactions have been resolved.


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