Match to check doesn't import check image
released
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Eric Foster
The release is now at 100%. All your clients should see this.
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Eric Foster
marked this post as
released
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Eric Foster
This is done now! Check out the release post for ramp-up timing and more details: https://quickbooks.canny.io/changelog/check-images-from-the-bank-feed-now-carry-over-to-matched-transactions
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Lisa Zanni
agree
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Eric Foster
marked this post as
planned
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Eric Foster
Hi T. Suskind, thank you for your feedback. While this problem is not new with the new bank feed, we agree this should be addressed. We are not ready to add this feature right away, but it's in our medium-term plan. I'll update this post when the change goes through. We have heard this feedback frequently since the day we launched the check image feature, and we know it's not just you who is asking. Thank you for bringing this up.
Side note: when we did the planning for this change, we surveyed accountants to ask about the exact behavior for the matching. For example, if I have a Bill in QBO, a transaction comes in to the bank feed with a check image, and I match that transaction to the Bill, should the check image go to the Bill, the Bill Payment, or both? Clear consensus was it should go only to the cash transaction (here, the Bill Payment), so we will be implementing it that way. Same for Invoices and Receive Payment transactions. For 1:1 matches like Expenses, the check image will just go straight to the Expense.
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T. Suskind
Eric Foster Thanks for taking the time to give me such a robust response! It's nice to feel heard in this age of anonymity.
Aditi Sahani
marked this post as
under review
Thank you for your feedback. We will share your feedback with our team.