Why does match for a deposit not pull up all open sales receipts?

Welcome to the Online Community, socobusiness.

To ensure we’re on the same page, are you referring to the deposit not automatically matched to sales receipts? Any details shared can help me provide a timely solution.

When you enter a sales receipt in QBO, its status will directly show as Paid. This is because the entry is considered a cash transaction.

QuickBooks will search the bank data looking for matches, rules, and recognized transactions. As you review the data, you can match the bank feed transactions against existing transactions in the company.

However, if this isn’t happening, let’s choose the Find Match tool to look for the sales receipts. Here’s how:

1. Tap the Banking menu to choose Banking.
2. On the Bank and Credit Cards page, select the account you’re working on and go to the For Review tab.
3. From there, click on the deposit to expand the line.
4. Mark the radio-button for Find Match.
5. This will take you to the list of entries that may match the deposit.
6. Once found, click on the boxes and then hit Save.

Check out the QuickBooks Online’s Bank Feeds: Matching Transactions guide for more information. It provides some tips on how to view similar records found as well as potential matches.

Additionally, this article provides an overview of how the online program analyzes the data for it to match the ones in the company file: Categorize and match online bank transactions in QuickBooks Online.

Please let me know if you have any clarifications or questions about the product. I’ll be more than happy to answer them for you. Enjoy the rest of the day.