Thanks again for sending this my way.
I'd also like to check for the following criteria that could prevent the program from matching the deposit to the payment:
- Verify that the transaction has not been reconciled.
- Verify the transaction was entered using the same bank account.
- Make sure the Quickbooks Online transaction has not been previously matched to another bank downloaded transaction.
- If it is a deposit or payment received, make sure it is not on the Bank Deposit page (undeposited).
If you're still unable to find the match, you have the option to Exclude the transactions instead of matching them. This will simply move the transactions out of the For Review tab, and won't impact your books since you've already recorded the payment.
Here's how:
- Go to Banking on the left navigation panel.
- Use the boxes on the left to select the deposits.
- Go to Batch Actions, and choose Exclude Selected.
Please reach back out if there's anything else I can do to help.
