- Mark as New
- Bookmark
- Subscribe
- Highlight
- Report Inappropriate Content
Other Questions
Hello there, @zapa2005.
Let's perform some troubleshooting steps to isolate the issue of resolving difference when matching your bank transactions in QuickBooks Online (QBO). There are times that the browser is full of frequently accessed pages thus causing some unusual behavior of the system. You'll have to first log into your QBO account using a private browser (incognito). Here's how:
- Press Ctrl + Shift + N (Google Chrome)
- Ctrl + Shift + P (Firefox)
- Control + Option + P (Safari)
Once signed in, go to the Banking page, match your transactions, and then use the resolve difference feature to add the bank fee. If it works, return to your regular browser and clear its cache and cookies. This will refresh the system and remove older data that causes viewing and performance issues. However, if the error message continues, you can use other supported browsers in performing the task.
When you're still unable to utilize the resolve difference option, you can either add another line item for bank fees in your invoice or exclude the transaction from the Banking page. Then, manually clear the transaction recorded in QuickBooks. You can refer to the step-by-step guide provided by my colleagues EmmaM and RenjolynC above for your reference.
In case you need further assistance in performing the said processes mentioned above, I'd recommend contacting our Customer Care team. They can securely pull up your account and used the screen-share tool to guide you through the steps.
Additionally, I'd recommend reconciling your accounts every month. This is to effectively manage your income, expenses, and monitor the growth of your business. You can check out this article for the detailed steps: Reconcile an account in QuickBooks Online. It also includes information about editing completed reconciliations.
Please let me know if you have follow-up concerns about matching bank transactions or other inquiries. I'm always here to help. Take care.