Match downloaded items to QuickBooks transactions

When QuickBooks downloads bank data, it tries (among other things) to find a match with any QuickBooks transactions you created manually. If it finds a likely match, it lists the transaction in the Recognized tab and displays the word "MATCH" in green in the row.

You can find out more about the types of matches QuickBooks looks for.

To match an item without reviewing:

If you’re satisfied with the match information shown in the row, simply click Match at the end of the row to move the bank item into QuickBooks and match it with the existing QuickBooks transaction.

To review an item before matching:

1. Select a row. The row expands to show you more details.
2. Review the details in the expanded row:

   QuickBooks displays at least one possible match from existing entries, like payments from customers and purchases to suppliers. For example, if an invoice payment matches a downloaded income transaction, QuickBooks suggests it as payment for the invoice.

3. If more than one match is found, QuickBooks displays them as possible matches. Click to select the transaction that matches the bank item.
4. (Optional) Click Find other matching transactions to search for a different match or to match to multiple transactions.

   If you found the right transaction to match, but the amounts are slightly off (due to discounts or fees, and so on), you can make an adjustment to resolve the difference.

5. When you’re satisfied with the details, click Match. The transaction disappears from the list and moves to the In QuickBooks tab.

See also

Find matching transactions

Match to multiple transactions

Undo an add, match, or transfer

Resolve the difference in a matched transaction

Types of matches for downloaded transactions