The feature to automatically allocate or match invoices to bank transactions is unavailable, @Chris463. You’ll need to manually review and match the transactions within QuickBooks Online (QBO). When matching transactions to invoices, ensure that the date and amount of each transaction match to help the system find potential matches. Here’s how to manually match transactions: Go to the Transactions menu and select Bank Transactions.Locate the transaction you want to match and click the Match option.On the Find other matches page, select the appropriate transaction to match.Verify the details and click Match to confirm. For more detailed information about matching transactions, refer to this article: Match your bank and credit card transactions. We’re always here to help you if you have any other concerns.

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Chris463

Question

HiDoes anyone know if the Quickbooks 'simply start' plan automatically allocate invoices to bank transactions when they have been paid?Cheers Chris

Forum|Forum|10 months ago
September 2, 2025
1 reply
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QuickBooks Self-Employed

Clark_B

QuickBooks Team

The feature to automatically allocate or match invoices to bank transactions is unavailable, @Chris463. You’ll need to manually review and match the transactions within QuickBooks Online (QBO).

When matching transactions to invoices, ensure that the date and amount of each transaction match to help the system find potential matches.

Here’s how to manually match transactions:

Go to the Transactions menu and select Bank Transactions.
Locate the transaction you want to match and click the Match option.
On the Find other matches page, select the appropriate transaction to match.
Verify the details and click Match to confirm.

For more detailed information about matching transactions, refer to this article: Match your bank and credit card transactions.

We’re always here to help you if you have any other concerns.

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