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QuickBooks (QB) offers smart suggestions to match your downloaded transactions to speed up the work for you. The system will see this as a possible Match so long as the other criteria is met.
Here are a few reasons the match may not have been recognized:
- The transaction is older than 180 days.
- The dollar amount in QB is different than what cleared the bank.
- The type is different in QB than at the bank. The system wants to match a check with a check and an expense with an ACH or debit/credit card swipe.
- The transaction was recorded in a different bank account. Often, the transaction was recorded to the wrong bank account in QuickBooks. Sometimes, the match is not located with the Find Match tool because the dollar amount in QB is higher than the bank transaction. If this is the case, edit the original transaction and refresh the Bank feed window.
- The transaction from the bank is a payment/deposit.
For more in-depth information about finding a match in QuickBooks, refer to these articles:
Please leave a comment below if you have any questions. I'm always here to lend a hand and help further. Have a good one.
