Banking

Thank you for actively engaging with our Community space, trevecpa. Your continued participation is greatly appreciated. I'm here to provide assistance and address your concerns.

We fully acknowledge the impact that QuickBooks challenges can have on your banking activities within the program. To better understand your situation, it would be helpful if you could provide us with a screenshot of your Banking preferences. Typically, the Not a match option should appear when you select the dropdown button in the Action column. However, you can also choose the View Details button to unmatch the transaction. Within the View Details window, you'll find the Not a match option that you can click on.

Please see the screenshots below:

For further guidance on managing your Bank Feeds transactions, I recommend reading the following article: Add and match Bank Feed transactions in QuickBooks Desktop.

Moving forward, you can create rules within QuickBooks to help automate and control the matching process for your Bank Feeds transactions. This will streamline the categorization of your transactions. To learn more about creating rules, please refer to the article: Create rules to categorize transactions in QuickBooks Desktop.

Please don't hesitate to reach out if you have any additional concerns or questions. The Community is available 24/7 to provide support. Have a successful year, trevecpa!