QB Issue Resolution:

If you have already entered it into QB, then you would match it.  If you did not enter it into QB yet, then you ADD.

Here’s a recording of a QB Power Hour webinar where I demo working with downloaded transactions — how to add, match, set up bank rules and more.


Resolution for Issue 'Under expenses, it says “action” – what does this mean: “add” or “match.”' available: Yes (Solved).
Source: Intuit Community forum.

Under expenses, it says “action” – what does this mean: “add” or “match.”: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

Support for action
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Error Recovery for action [Canada]
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