Hello, @ckjc1001.
I can see how important it is for you to automatically match all your transactions in QuickBooks Online (QBO). Let me clarify the limitations regarding automatic matching for older transactions.
When a transaction is older than six months, QuickBooks will no longer automatically suggest matches with downloaded transactions. However, you can still use the Find Match button to manually locate any existing records. Here's how:
- Go to Transactions.
- Select Bank transactions.
- Choose the transaction you want to match and click Find match.
Additionally, here's a comprehensive guide on reconciling your accounts: Learn the reconcile workflow in QuickBooks.
Let me know if you have other concerns about matching transactions in QBO. We'll be right here to help you anytime.
