09/01/2026
💡 QuickBooks Tip: Match Before You Add
If your bank accounts are connected to QuickBooks, here’s a simple habit that can help keep your books cleaner.
When a transaction comes through your bank feed, QuickBooks may find that it’s already recorded. Instead of automatically clicking Add, click on match to check and see if QuickBooks suggests a Match.
Matching the transaction helps prevent income or expenses from accidentally being recorded twice duplicating revenue.
👉 Take a few seconds to check the amount, date, and details before accepting the match.
QuickBooks automation can save a lot of time—a quick review helps make sure it’s saving you time and keeping your numbers accurate.
If you have questions or need advice set up a free consultation at Www.diehlsbookkeepingservices.com