Hello there, accounts. I can see the relevance of importing the payment directly to QuickBooks Online. I also noticed you have challenges with the matching transaction feature.
We use a third-party application to import payments because QuickBooks Online (QBO) has no built-in feature for importing payments. Refer to this article for more information: Move your lists to QuickBooks Online.
In QuickBooks Online (QBO), the Find Match feature allows you to match downloaded transactions with existing records in QuickBooks. It should display a list of potential matches based on the transaction's date, description, and amount. If you see a large list of items that have already been matched, it could be because of various reasons such as incorrect matching criteria.
To address this issue and ensure proper matching in QBO, Adjust the fields for Show, Search, and Date Range to narrow down your searches.
Try the following steps below:
- Go to the Bank transactions section in QBO.
- Select the downloaded record to expand the view. Note the date, Description (or Bank detail), and amount spent or received.
- Review the Suggested matches for any possible matching transactions already entered in QuickBooks.
- If the suggested matches aren't applicable, choose Find other matches to look for other transactions.
- Review the list of matches and select the correct one if you find it.
- Select a match if it's correct, then select Match to match it.
Moreover, it's recommended to get in touch with your bank directly to ensure the accuracy of the payment details, as QuickBooks solely relies on the information entered into the system.
In addition, I've got here some helpful articles that you can check on handling your bank account:
By following these steps, you can ensure that QBO matches transactions based on more specific criteria, such as the Memo and Description, rather than just the amount paid. Let me know if you have other concerns, we are still here to guide you along the way.
