Mich_S
QuickBooks Team

Banking

Hello, @CLM-Optimist.

 

We'll go ahead and sort things out by doing some basic troubleshooting steps. The stored cache can sometimes cause unusual browser behavior. 

 

Let's log in to your QuickBooks Online company using a private window. Here are the keyboard shortcuts in opening a private/incognito window:

  • Google Chrome: Ctrl + Shift + N
  • Internet Explorer: Ctrl + Shift + P
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

Once done, you can now start matching your transactions. Here's how:

 

  1. From the left pane, select Banking.
  2. Select the tile for the account you want to review.
  3. Select the For Review tab to start your review.
  4. In the Action Column, find a downloaded transaction by clicking the Find Match option.
  5. Select Match.

If you can match the transactions completely, you'll have to clear your regular browser cache.

 

Please reply on the thread if you have additional concerns. Have a great weeked and stay safe!