LedgerMatch – Bank Reconciliation for QuickBooks

Bank reconciliation eats 2–4 hours per client. LedgerMatch cuts it to minutes — right inside your Chrome sidebar. Upload your bank statement and QuickBooks® Online export side-by-side. LedgerMatch’s 4-tier matching engine automatically reconciles every transaction in seconds. No tab switching. No copy-pasting. No manual spreadsheets. KEY FEATURES • Works with Major Banks: Compatible with exports from Chase, Bank of America, Wells Fargo, Capital One, and more. • File Support: Upload bank statements and QBO exports in CSV or Excel (.xlsx) formats. • 4-Tier Smart Matching Engine: - Exact Matches: Identical amounts and dates. - Near Matches: Handles slight date variance or amount differences. - Split Transactions: Recognizes single bank entries split across multiple QBO lines. - Grouped Matching: Identifies multiple transactions summing to a single entry. • Exception Queue: Easily flag and review unmatched items or discrepancies. • Built-in Duplicate Detection: Prevents double-counting items. • Flexible Exporting: Generate clean reconciliation reports in CSV or QBO-ready formats. • Multi-Client Management: Switch between client accounts seamlessly. • Cloud Sync: Side panel results sync automatically with your main LedgerMatch dashboard. WHO IT'S FOR • Bookkeepers reconciling client accounts in QuickBooks Online. • Accountants managing the monthly close process. • Small business owners looking to save time on monthly bookkeeping. • Accounting firms managing multi-client workflows. HOW TO GET STARTED 1. Install the extension and click to open the Chrome Side Panel. 2. Sign in to your LedgerMatch account (or create a free account at ledgermatchapp.com). 3. Upload your bank statement and QuickBooks Online export. 4. Review matched transactions, flag exceptions, and download your final report. "Requires a LedgerMatch account. Free accounts and paid plans are managed at ledgermatchapp.com." --- Disclaimer: LedgerMatch is an independent software tool and is not affiliated with, sponsored by, or endorsed by Intuit Inc. QuickBooks and QuickBooks Online are registered trademarks of Intuit Inc.