Hello there, @Anne911.
Allow me to chime in and provide insight about the transactions no longer matching in QuickBooks Online (QBO).
To begin with, please note that each paymet transactions requires a unique ID. If your bank didn't provide a unique ID with your last payment transactions, they may not match for a month. In this case, I recommend manually matching your bank entries and making sure that your automatic matching is turned on.
Here's how to manage automatic matching:
- First, go to Transactions, then Bank Transactions.
- Choose Categorized or Reviewed.
- Click Settings ⚙ at the top of the transaction list.
- Turn On the Automatic matching switch.
For more information on managing automatic matching, refer to this article: Automatically match QBO product transactions
Additionally, some transactions may not find their match from existing records due to the following reasons:
- The amounts or dates don't match.
- The transactions are older than 6 months.
- The bank account on the payment isn't the same as the bank where the match is located.
- The payment has been reconciled.
- The record is already matched to another transaction.
- There are multiple currencies involved, and the exchange rate has shifted significantly, making the amounts very different.
For reference, check this article: Match online bank transactions
If you have ruled out all these possibilities and still can't find a match, I suggest contacting our support team for further assistance.
On the other hand, I appreciate you for getting back to the thread and providing an update about your concern, @PMCDude.
I understand the importance of matching your transactions to manage your business effectively. While I'd love to help you with this, we're unable to check your account here in the Community for security reasons. I recommend contacting our support team for help in following up on your case about the transactions not matching.
I'll also add these articles to help you review your transactions and reconcile your accounts so they always match your bank and credit card statements:
Please let me know if you have any follow-up questions about transactions no longer matching or anything else related to QuickBooks, @Anne911. I'll be more than happy to answer them.
