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How QuickBooks matches downloaded transactions to ones in the register

To make a match, QuickBooks looks at the:

  • Check numbers. If these match, the transactions may match.

  • Amounts. If the amounts are the same, the transactions may match.

  • Dates. If the transaction was recorded in QuickBooks within a few days of it clearing the bank, the transactions may match.

  • Payees. If the payees are the same or if the payee in the downloaded transaction has a renaming rule to a name in QuickBooks, the transactions may match.

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Downloaded transactions that correspond to a transaction in this account in QuickBooks are marked as matched. If QuickBooks can't find a matching transaction in the register, the transaction stays marked as unmatched.

See Also

KB ID# H_OLB_HOW_MATCHING_WORKS
9/26/2016 12:02:03 PM
QYPPRDQBKSWS08 9138 Pro 2017 034420