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Banking
Hi there, @Kitchensink. I'm here to make sure you can clear your deposits right away.
Have you tried using the filters available when finding a match? There are a few ways to find what you're looking for. You can select a specific transaction type and time period to narrow down the results. You can also use the Search field to locate transactions by amount, reference number, or memo.
- Go to the Transaction menu and select Banking.
- Select the tile for the account you want to review.
- Select the For Review tab to start your review.
- Select the deposit to expand the view.
- Choose Find match.
- You can use filters/search to locate transactions. Remember to use a dollar sign or decimal point when searching for dollar amounts.
If you're still unable to find a match, let's perform basic troubleshooting steps. Issues like this are usually the result of outdated or corrupt cache files in your web browser. We can clear them in just a few easy steps. Let's start by accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:
- Chrome: Ctrl+Shift+N
- Firefox: Ctrl+Shift+P
- Safari: Command+Shift+N
If it's responsive, I recommend that you clear your browser's cache. By clearing them, you can remove that historical data and access QuickBooks with a clean slate. You can also switch to a different supported browser to see if it has something to do with your browser.
Here are some resources that will help you in managing your bank feeds:
- Tips for Working in QuickBooks Online’s Bank Feeds: Matching Transactions
- Categorize and match online bank transactions
Please come back and post about your results after the troubleshooting. It's my priority that you find the success you need.