QBO Monday Minute: Auto-Match with QuickBooks Online Payments

Happy Monday, friends. I’m excited to share with you the latest development regarding QuickBooks Online Bank Feeds – Auto Matching. This feature helps streamline the process of matching QuickBooks Online with QuickBooks Online Payments by leveraging bank feeds.

As a QuickBooks Online user and QuickBooks Online payments user, you will be thrilled to learn that Auto-Matching performs this task for you automatically. Say goodbye to manuals and embrace the efficiency of Auto-Matching.

CHECK OUT this video to learn more.

What is QuickBooks Online Payments

QuickBooks Online Payments is a versatile and user-friendly payment processing solution that enables businesses to easily accept and manage online payments from their customers.

Turning on Auto-matching for QuickBooks Online Payments

To turn on or off the feature, visit the categorizing tab in bank feeds and click on the gear icon.

You will find an on-and-off slider there. If you wish to filter the results to display only auto-match transactions, this will give you an idea of how the feature functions and its potential benefits.

Once it is turned on and you receive a payment through QuickBooks Online Payments, the deposit will show in the bank feeds with a match.

Check back soon for another QuickBooks Online Tip.

Liz Scott is a multi-business entrepreneur working to bring together technology and accountants through her business, Liz Scott Consulting. A member of Intuit Trainer/Writer Network, she authored and taught Master level courses, including Advisory Guides and Consulting Tools for Accountants. In addition to Liz Scott Consulting, she also owns Accounting Lifeline, a firm to serve small businesses with their financial needs. Liz is a co-host of the “Appy Hour,” which helps other accountants learn about the different tools and apps for small business needs. Holding a high passion for real estate investment, she owns properties throughout Oklahoma.