I appreciate your follow-up with more information and the screenshot of your For review tab, adam73647. Let me steer you towards a solution to address this issue effectively.
In most cases, QuickBooks would automatically match if :
- The downloaded transactions have the same dollar amount as the one in your bank register.
- Occur on the same date as, or within 90 days before and 20 days after the transaction date.
In this situation, I suggest contacting our phone or chat support teams. They have the capability to conduct a more thorough investigation of why this feature stopped working following the update.
Here's how to reach out to them:
- Click the Help menu in the upper-right-hand corner of QBO.
- Proceed to the Assistant tab.
- Type in "contact support" in the chat box and press Enter.
- Select Contact a human, then click Live Chat or Call me back.
- Type in a short description of your concern and click Continue.
- Choose between Callback or Chat.
Please note that the chat support teams are open every Monday to Friday, from 8 AM to 9 PM Eastern Time. They're also open on Saturdays, from 9 AM to 6 PM Eastern Time.
Here are additional articles just in case you might need them when working with your banking transactions:
You can always reach out to the Community forum for support. Whether it's about managing downloaded transactions or any other bookkeeping-related tasks, forum members are here to help.
