Let me join in this conversation and provide you with further help, @PMCDude.
There are possible reasons why some transactions can’t find their match from your existing records. Here are the possibilities as to why you have transactions without a match:
- There are multiple currencies involved, and the exchange rate has shifted significantly, making the amounts very different.
- The record is already matched to another transaction.
- The amounts or dates don’t match.
- The transaction is older than 6 months.
- The bank account on the payment isn't the same as the bank where the match is located.
- The payment has been reconciled.
As a workaround, use the Find other matches option to review your downloaded transactions. Let me show you how:
- From the For review tab, click the transaction.
- Select the Match button and click Find other matches.
- Filter the date range and transaction type. You can also search for the reference number, payee, or amount.
- Check the box for the transaction you want to match.
- Select Match.
For additional reference, check the article about Matching online bank transactions in QuickBooks Online.
If the issue persists, I recommend contacting our QuickBooks Online Support Team. They can review your account and provide you with further help to fix it.
After successfully categorizing your transactions, you can now reconcile your accounts to ensure they match your bank and credit card statements.
Please let me know if you have additional questions about matching downloaded transactions in QuickBooks. I'm always around to help. Have a good one.
