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Banking
I can help you with matching your transactions, @BillK3.
It's possible that there are some minor data issues with your company file that's why you're having problems in matching your transactions. Try running the Rebuild and Verify Utility tool to fix possible data damage on your company file.
Please follow the steps below:
- Open your company file again.
- Go to the File menu, then select Utilities and choose Rebuild Data.
- Click OK in the QuickBooks Information window.
- Wait until the repair is done. Then, click OK.
- Then, go back to the File menu and select Utilities and choose Verify Data.
- Click OK if QuickBooks doesn't find any problems. Or Rebuild Now if it finds issues with your company file.
If you still get the same issue, let's try running the QuickBooks File Doctor to fix common issues.
- Open your QuickBooks Tool Hub.
- Select Company File Issues.
- Click Quick Fix my File.
- Choose OK when it completes and launch your QuickBooks.
I'm adding this article for more troubleshooting steps if the error persists after trying the resolution I provided above: Fix data damage on your QuickBooks Desktop company file.
For more information about matching transactions in QBDT, consider checking out this article: Add and match Bank Feed transactions in QuickBooks Desktop.
Here's a guide that will show you how to create rules to auto-match any downloaded transaction that corresponds to the one you’ve entered into this account register: Create rules to categorize transactions in QuickBooks Desktop.
Feel free to post a reply in this thread if you have any additional concerns with matching your transactions. I'll be here to help. Have a good one!