Thank you for the screenshot you've provided as this helps me identify the issue, @Rolar. I’m here to clarify and help you sort this out.
I appreciate you putting an effort and time to get a resolution in matching receipts with transactions. Since the system is unable to search for the transaction, your workaround is right where we can manually upload the receipt into it.
QuickBooks Online reads receipts, extracts data, and matches them to transactions automatically. Unless a receipt or banking transaction is added, QuickBooks will not automatically match them from the banking page to the receipt.
We have to review if they have the same date and amount. We’ll need to check to see if the QuickBooks Online transaction has already been matched to another one. Please also know that the program can only link the same type of transactions.
Yes, you can upload receipts to the banking center. This is where QuickBooks read them and either match them to a current transaction or allow you to create a new one.
When you import receipts and bills into QuickBooks, they appear in the For Review tab. From there, you can review, update, and match transactions. You can also manage your expense receipts and bills under the receipts tab.
You can read more of these articles about matching and managing receipts: Capture and categorize receipts and bills.
I’m always ready to assist you if you have any other questions or concerns about managing your bank transactions in QuickBooks Online. Tag me in your reply and I’ll sprint back into action.
