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Replying to:
GlinetteC
Moderator

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Hi, eandsm. I can only imagine how challenging this banking issue affects your banking tasks.

 

Let me provide additional information regarding the matching transactions problem. There are various reasons why some of them can't find a match. Check them out below:

 

  • The payees and amounts don't match.
  • The dates don't match or aren't close.
  • The transaction is older than six (6) months.
  • Tip: You can still find a match when you select the Find match section
  • The bank account on the payment is not the same as the bank where the match is located.
  • The payment has been reconciled.
  • The transaction is already matched to something else.
  • There’s a multicurrency issue with the exchange rates, or the transaction doesn't pass through the home currency at some point.

 

For more details, refer to this article: Categorize and match online bank transactions in QuickBooks Online.

 

If the problem continues, you can perform some troubleshooting steps to determine what's causing the QBO system's strange behavior. 

 

The accumulation of cache may have an impact on browsing performance. Sign in to QuickBooks using an incognito window or private browser to clear this out. This mode does not save history webpages, which causes the software to behave strangely. You can refer to these shortcut keys:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

 

Right after, go back to the register and check if you can search for the transactions. If so, delete the cache of your main browser. This will refresh the system and remove any old data causing viewing and performance issues. Switching to a different supported browser can also fix the problem.

 

Once everything is in place, you can reconcile the account to ensure the accuracy of your records. Check out this link for further information: Learn the reconcile workflow in QuickBooks.

 

If you have other questions about managing your bank transactions, post them below. The Community is here to assist.

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