I'm working with the first month of "live" (not historical) data feeding into QBO in real time, and bank feed matching is...weird.
Director wrote and recorded a manual check to pay the June iteration of a recurring bill. Check was then issued, deposited and has cleared per the bank feed. Even though the check number was recorded as the method for paying the bill, and the check number is RIGHT THERE on the bank feed, it refuses to offer to let me match those as the same transaction, either automatically nor when I attempt to search for it manually in the window that opens for matching.
Similarly, checks recorded in QBO as received, then as part of a deposit, are now showing on the Bank Feed as having been received -- matched two of the eight-or-so checks, but refuses to do the others.
Why?
What am I supposed to do with those transactions in the bank's For Review feed? If I categorize them, are they going to be counted twice? Do I exclude them? That doesn't seem to make sense.
WHAT IS GOING ON W/THIS?!
Thanks...
