Hello there, @visionbranded. I'll share details about matching merchant services transactions inside QuickBooks Online (QBO).
You'll want to ensure that the option to match transactions automatically inside the program is enabled. Doing this allows the program to recognize newly added transactions and match them automatically, and you won't have to do it manually.
Also, please know your financial institution needs a unique ID for the auto-match feature to work. Otherwise, the program won't be able to match them, and that you'll have to do it manually. For more details, feel free to visit this handy article: Automatically match QuickBooks Online product transactions.
Moreover, here are some factors why the program can't automatically match transactions inside your company file:
- There are multiple currencies involved, and the exchange rate has shifted significantly, making the amounts very different.
- The record is already matched to another transaction.
- The amounts or dates don’t match.
- The transaction is 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.
If the issue persists after ensuring the feature is enabled, we recommend contacting our Customer Care Team. This way, they can conduct further investigation to determine the root cause of the problem. See this page for more details: Contact Payments Support.
Additionally, you can visit this article to help you reconcile an account inside the program: Reconcile an account in QuickBooks Online.
If you require assistance managing payments inside the program, the Community space is open 24/7. Please don't hesitate to visit us anytime so we can lend you a helping hand. You can also post here again if you have any additional QuickBooks-related queries.
