Hi there, @tjohnson15. I'm here to make sure you can clear your deposits right away.
Have you tried using the filters available when finding a match? There are a few ways to find what you're looking for. You can select a specific transaction type and time period to narrow down the results. You can also use the Search field to locate transactions by amount, reference number, or memo.
Here's how:
- Go to the Transaction menu and select Banking.
- Select the tile for the account you want to review.
- Select the For Review tab to start your review.
- Select the deposit to expand the view.
- Choose Find match.
- You can use filters/search to locate transactions. Remember to use a dollar sign or decimal point when searching for dollar amounts.
If you're still unable to find a match, let's perform basic troubleshooting steps. Issues like this are usually the result of outdated or corrupt cache files in your web browser. We can clear them in just a few easy steps. Let's start by accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:
- Chrome: Ctrl+Shift+N
- Firefox: Ctrl+Shift+P
- Safari: Command+Shift+N
If it's responsive, I recommend that you clear your browser's cache. By clearing them, you can remove that historical data and access QuickBooks with a clean slate. You can also switch to a different supported browser to see if it has something to do with your browser.
Otherwise, you can just delete the downloaded transaction and add a deposit manually. Here's how:
- Navigate to the For Review tab and tick the transaction.
- In the black box at the top of all transactions, select Exclude.
- To permanently remove the excluded transactions from QuickBooks, select the Excluded tab. Then, select the tick box to the left of the Date column to tick all transactions. Select Delete.
Once done, record the deposit manually. Here are some resources that will help you in managing your bank feeds:
Please swing by if you need more help with categorizing your transactions. I'm always happy to help. Have a good one.
