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What are the Effective steps to add and match bank feeds transactions in QuickBooks Desktop
While downloading transactions from your bank, some of them may be in your register as of now. QuickBooks makes it simpler for you to discover existing and new transactions before adding them to your register. QuickBooks attempts to coordinate with the transactions you download with comparative sections in your register. On the off chance that QuickBooks discovers a match, it denotes the transactions as coordinated. Something else, it's unrivaled. Here's the way to guarantee all your downloaded transactions are accurately entered into your registration with the approval of QuickBooks Customer Service.
Steps to Add and match bank feeds transactions in QuickBooks Desktop
Make sure the amount, date, check number, and payee name matches with the transactions in QuickBooks. The transaction can be new, reconciled in case the details don't match. Follow these steps to match bank feeds transaction in Quickbooks Desktop:
- Go to Banking; then, at that point, select Downloaded transactions.
- In the event that you have more than one account, select the account in the QuickBooks account window.
- Choose the unmatched transactions and the transactions in the register you wish to coordinate.
- You will see an orange circle on the matched transactions.
- Click on Match.
- Select Add One, or add multiple to add a new transaction.
- You additionally have the alternative to set up payee renaming rules. This makes coordinating with transactions simpler if there's a payee from your downloaded transactions with a similar name as one of your merchants.
- Enter the information, then, at that point, select Record.
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