It seems like you're encountering difficulties matching sales transactions, which were paid by credit card. Here are a few steps to take to troubleshoot this issue, scotthou.
Did you attempt to utilize the available filters when searching for a match? Utilizing filters allows you to strangle down the results by selecting a specific transaction type and period. Additionally, you can use the Search field to locate transactions based on amount, reference number, or memo, providing alternative ways to find the transactions you're looking for.
Here's how:
- Go to the Transaction menu and select Banking.
- Select the tile for the account you want to review.
- Select the For Review tab to start your review.
- Select the deposit to expand the view.
- Choose Find Match.
- You can use filters/search to locate transactions. Remember to use a dollar sign or decimal point when searching for dollar amounts.
Furthermore, ensure that the Undeposited Funds account is set up correctly as the default deposit account for your sales receipts. You can check this by going to the Chart of Accounts section. Also, double-check the payment methods used for the sales transactions. Ensure that they are categorized correctly as credit card payments.
If the issue persists, you may consider contacting our QuickBooks Online support for further assistance. They may be able to provide specific troubleshooting steps or insights into why the sales transactions are not appearing when attempting to match them to bank deposits.
By following these steps and seeking assistance from QuickBooks support, you should be able to address the issue of matching credit card sales transactions to the correct bank deposits in QuickBooks. Let me know if you have other concerns. Have a great day ahead.
