Bank transactions are no longer matching

Linda B0925

It seems like Quickbooks is no longer automatcally matching my bank transactions to my checking account. I am able to manually match but that is very time consuming. It used to do this automatically and it seems to have stopped since the new update. I have gone through several help screens and tried to ensure the automatic match feature didnt turn off but the instructions given are not what I see on my screen. For instance, the support articles says to

Go to transactions > Select Categorized or Reviewed tab > Click settings icon at the top of the transaction list > Turn on automatic matching. However the only think that comes up when I click on the settings Icon is the number of transactions shown on the page. The option to turn on or off automatic matching is no where to be found.

Any help would be greatly appreciated.

Mmirriam

Thank you for bringing this to our attention and for sharing such detailed steps about what you're experiencing, Linda.

I'll connect you with our Live Support Team to take a closer look at your account in a secure setting and conduct a thorough investigation into the issue.

Click the (?) Help button in the top-right corner of your QuickBooks Online account.
Choose the Assistant tab to get help from the QB assistant.
Type in Talk to an expert to get options for expert help.
Select your preferred method to reach out to them.

Our support hours for Solopreneur, Simple Start, Essentials, and Plus plans are:

Monday to Friday: 6 AM to 6 PM PT
Saturday: 6 AM to 3 PM PT
Sunday: Closed

If you need any more help as you navigate QuickBooks, get back to us.

Linda B0925

Thanks for your response. It must have been a glitch because it seems to have resolved on its own.

Candice C

Good morning, @Linda B0925.

I'm glad you were able to get this problem handled.

If the issue persists or starts to come back, feel free to reach back out. We're always here to help!

Bank transactions are no longer matching

Banking

Banking

Banking