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Replying to:
Adrian_A
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Hi TMTLLC,

 

Let's isolate and fix why the transactions won't match.

 

There are possible reasons why our system is unable to recognize the match in QuickBooks. These are due to the following:

  • The transaction is older than 180 days.
  • The dollar amount in QuickBooks is different than what cleared the bank.
  • The transaction type is different in QuickBooks than at the bank. QuickBooks wants to match a check with a check and an expense with an ACH or debit/credit card swipe.
  • The transaction was recorded in a different bank account.
  • The transaction from the bank is a payment/ deposit of two or more open transactions in QuickBooks.

 

If everything is correct, let's match the transactions on an incognito window. There are times that an issue like this occurs when QuickBooks encounters unexpected browser-related crashes. Here is a list of keyboard shortcuts to open one:

 

  • For Google Chrome: Ctrl Shift N
  • For Mozilla Firefox: Ctrl Shift P
  • For Microsoft Edge: Ctrl Shift P
  • For Safari: Shift N

 

If you can match them, you can go back to a regular browser and clear its cache. Piled browser history can be the reason for some issues on the page. You may also switch to a different browser like Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge.

 

Afterward, you can reconcile the transactions to ensure they match your bank statements.

 

I want to ensure that you're able to continue working on your QuickBooks. That said, let me know how these steps work on your end. I'll be around to help you.

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