Match transactions to invoices

By matching a payment to an invoice, Booko knows which invoices are paid. Booko often suggests an invoice for you.

Steps

Go to Transactions. (On the Overview, Needs attention shows how many transactions you can still match.)
Choose the To match filter.
Click a transaction. You'll see Match transaction.
Suggested invoice shows the invoice Booko proposes. Does it say Amount matches? Click Match invoice.
Suggestion wrong? Click Find another invoice, search for the right one and match it.
You'll see Invoice matched. The transaction now appears under Matched.

All transactions, To match, Matched and Confirmed.
Filter by bank account (All bank accounts) or month (All months), or search with Search transactions….

Seeing This match needs additional review by your accountant.? Your accountant will complete the match.
No suitable invoice (No matching invoices found.)? Upload the invoice or receipt first, then try again.

Transactions could not be loaded. Click Try again.
Not sure what a payment belongs to, or a transaction was matched incorrectly? Ask your accountant via Messages, or ask for a colleague in the chat.

Updated on: 28/09/2026

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