Let's perform some troubleshooting steps to get your banking transactions to match in QuickBooks Online (QBO), ortizp.
May I know your bank provider? so that I can check here on our records if there are reported cases about this one. There are a few possible reasons why you're unable to match your transactions. It could be the transactions have been previously matched to another downloaded transaction or they were not entered using the same bank account. It's also possible they are entered manually in QuickBooks and could have a different number, amount, date, or payee from the downloaded expenses. Lastly, maybe the transactions are already reconciled.
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. Just use the Find Match option and search for a possible match for the downloaded transactions. We can also use the Search field to locate transactions by amount, reference number, or memo. Let me show you how:
- Go to Banking on the left side menu and select Banking.
- Select the tile for the account you want to review.
- Tap the For Review tab to start your review.
- Select the transactions.
- 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 log in to QBO through an incognito window to rule out the possibility of a webpage issue. Please 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.
Feel free to visit our Banking page for more insights about managing your bank feeds and reconciling accounts.
You can always come back and post about your results after the troubleshooting. It's my priority that you find the success you need. Take care always.
