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Replying to:
LeizylM
QuickBooks Team

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Hi, jlk2021. 

 

Welcome to QBCommunity. I'm here to help you check why your bank transactions won't auto-match.

 

If QuickBooks can't find a match to a downloaded transaction, the program will create register transactions using renaming rules. This lets you review the matches before you can add them to the register.

 

To make a match, the check number, amount, date, and payee name must be similar to the transaction in QuickBooks. If you can’t make a match, the transaction might be new, reconciled, or the info doesn’t match.

 

You can edit the name of the vendor or what label was changed in QuickBooks to match it from your bank. 

 

To fix this problem, please check out this article for the troubleshooting steps:  Add and match downloaded transactions in QuickBooks Desktop for Mac.

 

Don't hesitate to tag my name in the comment section below if you have other concerns in matching your transactions in QuickBooks. I'm always ready to help.

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