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How to Use Automatic Matching in QuickBooks Online

With automatic matching, QuickBooks can automatically match bank transactions to the transactions already in QuickBooks (whether with QuickBooks Payments, QuickBooks Payroll, or QuickBooks Bill Pay). This prevents you from entering duplicate transactions. Follow the steps in this video to learn how to use QuickBooks' automatic matching tool.

2025-09-08T14:28:53-04:00September 8th, 2025|Categories: Accounting, Bookkeeping, QuickBooks, Self-Employed, Small Business, Videos, YouTube|Tags: , , , , , , , |
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How to Use Bank Rules in QuickBooks Online

You can automatically categorize transactions with QuickBooks Payments. A bank rule in QuickBooks Online looks at transactions coming in from your bank or credit card, and then either adds them to your books automatically or pre-categorizes them for you to review. Learn how to create, use, and edit bank rules to make categorizing transactions faster.

2025-08-25T08:37:44-04:00August 25th, 2025|Categories: Accounting, Bookkeeping, QuickBooks, Self-Employed, Small Business|Tags: , , , , , |
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We are CPAs located in Plymouth, MA providing accounting, tax preparation and planning, audit, bookkeeping, and consulting services to individuals, businesses, nonprofits and condominiums throughout the South Shore and Cape Cod.

Plymouth 400

Plymouth 400 Business Partner

An American Story —
A National Legacy
Plymouth 400, Inc. is a 501 (c)3 nonprofit founded in 2009 in Plymouth, MA to lead the planning and execution of programs and events commemorating the 400th anniversary of the Mayflower voyage and the founding of Plymouth Colony.
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