QB Issue Resolution:
You can manually match transfers in QBO by following the steps below:
- Go to the Banking menu.
- In the For Review tab, locate and click the transactions to match.
- Click the Match radio button and hit Find other records.
- In the Match transactions page, locate the invoice you’d like to match the payment to.
- Click Save.
Here’s an article for additional information about adding and matching bank fees transactions in QBO: Download, match, and categorise your bank transactions.
You may also consider creating bank rules. This feature automatically categorize your transactions. Here are the steps on how to do this:
- Go to Banking from the left menu, then Rules.
- Select New rule to open the Rule window.
- Enter a name in the Rule name field.
- Fill in the necessary information.
- Select Save.
Check out this article to be more familiar with managing bank rules in QBO: How to set and use banking rules for downloaded transactions.
Resolution for Issue 'Will you help me match transfers between our Checking and MMA every month? This was setup in a way that does not work, and I am hoping you can help create a rule.' available: Yes (Solved).
Source: Intuit Community forum.
Will you help me match transfers between our Checking and MMA every month? This was setup in a way that does not work, and I am hoping you can help create a rule.: 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 Banking
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