Welcome back to the QuickBooks Community, elingbookkeeping. I'll provide a piece of information about how QuickBooks Online matches your transactions. Then, ensure you'll be able to accomplish this matter.
When you connect your bank or credit card account to QuickBooks, it downloads your recent transactions. Then, QuickBooks will automatically match your transactions once it detects entries with a similar amount and details.
However, if you already entered a transaction that should match, but QuickBooks can’t find it, you don't have to create a new transaction. Instead, I recommend using the find match option so you can look for the same entries to match the right one to avoid double entries.
Here's how:
1. Click the Banking menu at the left pane to get to the Banking page.
2. Locate the downloaded transaction and select Find other records/match to open the Match transactions window.
4. Choose the box to uncheck the recommended match.
5. Enter the correct date range in the From and To fields.
6. Choose the correct match and make sure the total matches the transaction downloaded from your bank.
7. Click Save.
For additional information, you can check this article: Fix mismatched or miscategorized bank transactions. This also provides details on how to create a new record if there isn’t a match.
Lastly, you may refer to this article to see the instructions on how you can reconcile your accounts so they always match your bank and credit card statements to avoid discrepancies: Reconcile an account in QuickBooks Online.
Please know that you're always welcome to post if you have any other concerns about matching entries. I'm always here to help. Wishing you and your business continued success.
