Hello, Caroline.
I appreciate your initiative to follow the suggested steps by my colleagues. I do have a couple of solutions you can do to fix the automatic matching process in the Bank Feeds.
Your rules might be affecting how the transactions are automatically matched on the Transactions list page. In this case, you'll want to delete and recreate them to fix any corrupted rules list. Here's how:
- Go to Banking, then hover on Bank Feeds.
- Select Bank Feeds Center.
- Click the Rules button at the top of the window page.
- Check your rules and take note of the details.
- Go back to the rules list, and click the drop-down menu under ACTION.
- Select Delete Rule.
Recreate the rules and check your Transactions List page for the automatic matching process.
Another way to fix the automatic matching issue is to use the Tool Hub utility. You can download the latest version and follow the steps to run it: Fix common problems and errors with the QuickBooks Desktop Tool Hub.
After fixing the automatic matching issues, do you need help with your bank reconciliation? This article can guide you with the process: Reconcile an account in QuickBooks Desktop.
If you have any other questions with QuickBooks Desktop's Bank Feeds feature or any processes in the program, please let me know. I'll get back to you to help you out.
