Thanks for joining this thread, Michtex1.

If you're using express mode to match your transactions, there's a few categories they can be put into:

• (Auto) Matched - QuickBooks found a match between the downloaded transaction and one already in your related account.
• (Changed By Rules) Renamed - QuickBooks created a new transaction using renaming rules. This means the downloaded transaction doesn't match any records in its related account, but one of the rules created a new transaction which is ready to be added to your register.
• (Need Your Review) Unmatched - The downloaded transactions don't match any records in your books.

If you know there's a matching transaction, definitely be sure to make the connection between their records. In the event you agree with the recognized match, you won't need to do anything else to your transaction. The matches will be made and added to your account register when you select Finish Later. If you don't agree with a particular match, unmatch the transactions, then match them appropriately.

In the event you're unable to find a match, here's what you'll need to do:

• If your downloaded transactions are newer, make sure you've entered them in QuickBooks. Doing so should change their statuses to Matched.
• The transaction that exists in your books could have a different transaction number, amount, date, and/or payee from the downloaded data. In the event this is the case, find your transaction in QuickBooks and make edits based on the official bank records. Doing this will change the status of your transaction to Matched.
• If a downloaded transaction matches with a record that's already been reconciled, QuickBooks won't be able to match them. The reconciled transaction will have a checkmark in its CLR column.
• There's occasions when duplicate statements or transactions can be downloaded into your books. In the event transaction records were downloaded and have a lightning bolt in their CLR column, QuickBooks won't match them again.

If you're using your advanced, classic, or manual modes, you can find detailed steps for matching records in our Add & match Bank Feed transactions article.

Please feel welcome to send a reply if there's any questions. Have a great day!