QuickBOOKS TIP: Reconcile LIKE A Pro

Reconciling your accounts each month can sometimes feel like a never-ending chore, especially when transactions don’t seem to line up.
If you've ever spent hours chasing missing payments or fixing duplicate entries, you're not alone!

One simple QuickBooks Online feature can make a big difference: the "Match" function in your bank feed.

What Is the "Match" Feature?

When QuickBooks Online (QBO) recognizes a transaction you’ve already entered like a customer payment, bill, or expense, it prompts you to match it to the transaction downloaded from your bank.
Instead of creating a new entry, you're confirming that what’s in your records matches what’s in your bank account.

This helps you:

• Avoid duplicate transactions

• Reduce manual corrections

• Keep your records clean and accurate

Why It Matters

Using "Match" regularly makes your bookkeeping much smoother:

• Cleaner Books: No clutter from duplicates or errors.

• Faster Month-End Close: Less time spent searching for missing items.

• Less Stress: Everything reconciles neatly, making your accountant (and your future self) very happy.

It's a small habit that adds up to major time savings, especially when it’s time to prepare reports or file taxes.

Pro Tip

Check your bank feed at least once a week instead of waiting until month-end. Regular matches keep your workload light and your records consistently accurate.

Need help setting up or maintaining clean QuickBooks reconciliations?
I'm here to help small business owners make bookkeeping simple and stress-free.
Get in touch today if you'd like expert support for your business finances!