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Banking
The Automatic matching feature is still available in QuickBooks Online,
adam73647. I'll guide you through some troubleshooting techniques to help you restore its functionality.
To begin, let's verify that the feature hasn't been accidentally disabled. Here's how:
- Go back to the Bank transactions window, then proceed to the Categorized tab.
- Click the small Gear or Settings ⚙ icon.
- Turn on Automatic matching by sliding the bar to the right.
You can also check out this article for additional details about this feature: Automatically match QuickBooks Online product transactions.
If you're unable to see it, various factors like browser-related and technical issues may prevent certain features or functions from appearing. I’ll provide you with additional steps to help resolve these problems.
To begin, whitelist Intuit as a trusted website. Next, ensure you're accessing QuickBooks Online using one of these recommended, current browser versions:
- Google Chrome: version 78 or newer
- Mozilla Firefox: version 76 or newer.
- Microsoft Edge: version 79 or newer
- Safari: version 12 or newer (Mac only)
Additional options that can resolve banking and browser-related issues are also laid out in these articles:
- Troubleshooting browser problems
- Clear cache and cookies to fix issues when using QuickBooks
- What to do if you can’t find downloaded transactions in QuickBooks Online
After completing the previous steps, go back to the Banking page and check if you can already see the Automatic matching feature.
Just in case you need additional assistance when it comes to selecting and assigning accounts for your banking transactions, our QuickBooks Live Expert Assisted Team is available to provide personalized support.
For further insights into managing your financial data in QuickBooks Online, we recommend these helpful articles:
- Categorize online bank transactions in QuickBooks Online
- Exclude a bank transaction you downloaded into QuickBooks Online
Feel come back here if you have any other concerns about using the Online Banking or any other features to manage your financial data in QuickBooks.