This is not the impression we want you to experience when matching transactions, @TKruger86.
There are reasons why you're unable to match your transactions. These are due to the following:
- Transactions have been previously matched to another downloaded transaction.
- Transactions were not entered using the same bank account.
- The transaction is entered manually in QuickBooks and could have a different number, amount, date, or payee from the downloaded expenses.
- Transactions are already reconciled.
Thus, there are times that if the transactions aren’t the same as the downloaded, QuickBooks won’t find it. The only way to find this is to manually locate and match them, where you can use the Find Match option. Then, search for a possible match for that open bills. You can also use the Search field to locate transactions by amount, reference number, or memo. Here's how:
- Go to the Transaction menu and select Banking.
- Select the tile for the account you want to review.
- Select the For Review tab to start your review.
- Select the deposit to expand the view.
- Choose Find match.
- You can use filters/search to locate transactions. Remember to use a dollar sign or decimal point when searching for dollar amounts.
If you're still unable to find a match, let's perform basic troubleshooting steps. Issues like this are usually the result of outdated or corrupt cache files in your web browser. We can access your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:
- Chrome: Ctrl+Shift+N
- Firefox: Ctrl+Shift+P
- Safari: Command+Shift+N
If it works, I recommend that you clear your browser's cache. By clearing them, you can remove that historical data and access QuickBooks with a clean slate. You can also switch to a different supported browser to see if it has something to do with your browser. I've got some articles here that will help you in managing your bank feeds:
Please come back and post about your results after the troubleshooting. It's my priority that you find the success you need. Have a great day ahead.
