How Do I Match My Deposits?

To Match your deposits:

In QBO, go to Banking > Banking
Select the checking account where Transfirst makes its deposits
Under the For Review tab, look for a deposit with the description of Tsys Transfirst Bkcd or TSYS/TRANSFIRST
Check its corresponding Category or Match column

Option 1: Green “1 record found” + blue Match button

If you see a green message that says 1 Record Found and then Deposit underneath, QBO has found a single deposit in your Register that matches the Bank Feed deposit amount. Click the blue Match button.

Option 2: Green “Multiple records found” + blue View button

If you see more than 1 record found:

Click the blue View button.
Select the Deposit closest to the date of the Bank Feed deposit and click Match.

WARNING: Only select Deposits – not Invoices, Sales Receipts, Credit Memos, etc. – only Deposits!

Option 3: No green message + blue Add button

WARNING: Do not click the Add button! This will double your income in QBO.

If you don’t see a Match option, QuickBooks does not see an exact match. FlexBooks should match 100% of your deposits — if you don’t see Match, contact customer support.

What’s the difference between Adding and Matching?

Match tells QuickBooks the bank feed transaction is the same as one already entered. Add tells QuickBooks to enter it as new income. With FlexBooks, never Add a batch deposit.

Why does the memo say “Uncategorized Income”?

QuickBooks is guessing the category. This has nothing to do with FlexBooks.

Why does the memo say “MindBody” instead of “Transfirst”?

You are using Mindbody Payments instead of Transfirst. See Using FlexBooks with Mindbody Payments and Clearing Accounts 101. For Mindbody Payments, use Record as Transfer from your clearing account, not Match.

Why deposits might not match

Different payment processor — Mindbody Payments vs. Transfirst use different workflows.
Auto-Add rules — a bank rule may have Added deposits, leaving nothing to Match.
Timing — the FlexBooks deposit is usually dated 1–5 days before the bank feed deposit.
Amount off by a penny — prevents automatic matching.

Timing and date logic

Payment processors batch sales before depositing. When multiple matches appear:

Choose the deposit dated 1–5 days before the bank feed date.
Never match to a deposit dated after the bank feed transaction.
Start from the earliest unmatched deposit and work forward.

For a detailed walkthrough with screenshots, see How to Correctly Match Bank Deposits in Your Bank Feed.

How to identify unmatched deposits

Go to Banking > For Review.
Filter for TransFirst or Mindbody depending on your processor.
Look for deposits with an Add button instead of Match.
Check the Categorized tab for deposits marked Added (these may have doubled your income).

How Do I Match My Deposits?