I appreciate you for joining the thread, @SQ123.

Let me help you with this. To match your invoice and credit notes to your bank transactions, link them before performing a match to the transactions to your bank. Because if there's an excess credit note that hasn't been linked to an invoice, this will not allow you to match the transaction.

However, there are cases that transactions can't find a match. These are:

• The date doesn't match.
• The bank account on the payment isn't the same as the bank where the match is located (Or the connected bank account is set up as a credit card).
• The amounts don't match.
• The payment has been reconciled.
• There's a Multicurrency issue with exchange rates.
• It's already been matched to something else.

Additionally, if it's older than six months, you'll need to select "Find Match" to locate the match, since the banking system will only read less than six months of transactions by default.

After reviewing this checklist and the issue persists, I recommend excluding transactions that hinder you from matching transactions to your bank.

Learn how to use bank rules to automatically categorize transactions from your bank by reading this article: Set up bank rules to categorise online banking transactions in QuickBooks Online.

Let me know how it goes to ensure that the issue has been resolved, and if you have additional queries about matching and reconciling your transaction in QBO, route back yourself here. I'll be happy to lend help. Have a blissful week!