Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
Charies_M
Moderator

Reply to message

Hello there, deanna6.

 

Thanks for the screenshots you provided. It helps a lot to identify the possible cause of missing transactions while trying to match transactions.

 

Upon looking into the screenshots, I've noticed that the due date of your open invoice is 04/30/2019 while the filtered date from the Match transaction screen is set from 01/01/2017 to 04/27/2019. This may be the reason why you're not seeing the open invoice. To resolve this, you can change and extend the date until 04/30/2019.

 

Here's how:

  1. From the Banking tab choose a transaction that you want to find a match.
  2. Click the Find match radio button.
  3. Change the date To 04/30/2019.
  4. A list of invoices will show and you can choose a match.
  5. Click Save.

You should now be able to see those open invoices when trying to Find Match in QBO. 

 

That's it. If I can assist you with anything else or additional questions about this, feel free to leave me a reply.

Need to get in touch?

Contact us