Banking

I appreciate your follow-up with more information and the screenshot of your For review tab, adam73647. Let me steer you towards a solution to address this issue effectively.

In most cases, QuickBooks would automatically match if :

1. The downloaded transactions have the same dollar amount as the one in your bank register.
2. Occur on the same date as, or within 90 days before and 20 days after the transaction date.

In this situation, I suggest contacting our phone or chat support teams. They have the capability to conduct a more thorough investigation of why this feature stopped working following the update.

Here's how to reach out to them:

1. Click the Help menu in the upper-right-hand corner of QBO.
2. Proceed to the Assistant tab.
3. Type in "contact support" in the chat box and press Enter.
4. Select Contact a human, then click Live Chat or Call me back.
5. Type in a short description of your concern and click Continue.
6. Choose between Callback or Chat.

Please note that the chat support teams are open every Monday to Friday, from 8 AM to 9 PM Eastern Time. They're also open on Saturdays, from 9 AM to 6 PM Eastern Time.

Here are additional articles just in case you might need them when working with your banking transactions:

• Unmatch downloaded bank transactions or move them to another account
• Get bank statements directly from your bank when you reconcile in QuickBooks Online

You can always reach out to the Community forum for support. Whether it's about managing downloaded transactions or any other bookkeeping-related tasks, forum members are here to help.