Hi there, alt3.
I'm here to share some insights on how QBO handles your online banking transactions.
When you connect your bank account, QuickBooks analyses your downloaded bank transactions against your locally entered data to match them. It also suggests categories for each downloaded transaction based on your previously accepted entries.
Often the reason why QuickBooks is unable to show the correct match is because the actual amount or date of the transaction is off. You'll want to check the original entry to ensure that the final amount and date match the transaction in your bank feed.
However, if it still not showing the correct transaction, you can turn off the Suggested Matches filter to see the full list. Here's how:
- Select Banking from the sidebar menu.
- Go to the Banking tab, then choose the appropriate bank account.
- Locate the transaction you want to match, then click it to expand the view.
- Select Find match.
- Adjust the date and transaction type filter, then toggle off the Suggested Matches option to view the full list.
- Tick the checkbox of the transactions that should be matched to the downloaded transaction.
- Be sure the total amount is correct, then click Save.
I'd also encourage setting up bank rules so it would be easier for you to categorize and add the transactions.
In addition, here's an article that you can read to learn the different tips and tricks in matching online banking transactions: Tips for Working in QuickBooks Online’s Bank Feeds.
Just tag me in your replies and posts if you have any other concerns or follow-up questions. I'm always here to help.
