Credit Card Payment not Matching to Checking Account

Hi there, @Rebecca97.
 

Welcome to the Community, and thank you for reaching out. I can see how dedicated you've been in getting everything set up after migrating from Desktop, and we truly appreciate your efforts. You're almost finished, just one last credit card payment to match.
 

The reason this is happening is that QuickBooks recognizes the same payment in both your checking account (from the migration) and your credit card feed (from the bank connection). It just needs to treat these as one transaction, not two. Rather than recording them separately, you'll simply link them together as a transfer between your accounts. Here's how:
 

1. Navigate to the Accounting page, then Bank transactions.
2. Select your credit card account.
3. Find and click the credit card payment transaction.
4. In the Transaction type dropdown, select Credit Card Payment.
5. Select the account you're paying with, which is your checking account.
6. In the Match/Categorize column, look for Pair. If you don't see this, the program hasn't been able to automatically match it to the transaction in the other account. So you'll need to manually pair it.
7. Select Post.

If you need to manually pair the payment, click on your checking account, go to the Pending tab, locate the transaction, and select Match in the Action column.
 

This tells the program that the credit card payment and the checking account payment are the same real-world transaction (a transfer between your accounts). It links them together without creating duplicates or affecting your balances incorrectly.
 

Let us know if you have any further questions. We’re here to assist you.