I see how much effort you've put in, and I know this has been challenging for you, Alonzo.
Let me provide some information about the automatic matching for QuickBooks Payments. Once you've turned on this feature, it will automatically apply to all future transactions.
Meanwhile, please know that this feature is still working. On the other hand, sometimes QuickBooks won't automatically match the transactions if your bank does not give a unique ID for every deposit. I recommend contacting your bank to know if there are changes on their side.
In such cases, QuickBooks won't automatically match and will leave it for you to do it manually.
If no matches were visible, use the Find match feature to categorize them from the bank feeds:
- From the left navigation panel, select the Bank Transactions menu.
- Click Bank transactions, then click the account you want to review.
- From the For Review tab, locate the downloaded transaction, click it, Click Find match, and then hit Save.
Moreover, after categorizing and ensuring all transactions are matched, you can start reconciling your QuickBooks account. Doing this will ensure that all your financial records are maintained accurately and that differences or inconsistencies will resolved promptly.
Please know I'm still here, ready to provide additional assistance and information regarding the automatic matching feature. Just tap the reply button for your response.
