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Matched vs. Unmatched status of downloaded transactions

  • Unmatched: The downloaded transaction doesn't match any transaction in this account in QuickBooks.

    Some possible reasons might be

  • Renamed (new, created using renaming rules): The downloaded transaction doesn't match any transaction in this account in QuickBooks, but a renaming rule created a new transaction ready to be added to the register. They will be added when you click Finish Later.

  • Matched: The downloaded transaction corresponds to one you've entered into this account in QuickBooks.

    • If you agree with the match QuickBooks made, you don't need to do anything else with this transaction. The matches will be added to your register when you click Finish Later.

      You can, however, confirm each match individually.

    • If you don't agree with the match, unmatch the transactions. The status of the downloaded transaction changes to unmatched.

KB ID# H_OLB_MATCHING_STATUS
9/30/2016 4:45:46 AM
QYPPRDQBKSWS03 9138 Pro 2017 18186f