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Katrina--Drabble
Level 1

I am receiving payments in bank transactions but when I go to match the payment, there is nothing to match and the payments are just sitting in 'Money In'

Is this a current Ascora issue?

1 Comment 1
Heide DC
QuickBooks Team

I am receiving payments in bank transactions but when I go to match the payment, there is nothing to match and the payments are just sitting in 'Money In'

Matching payments doesn't appear to be related to a current Ascora issue, Katrina. I'll share more details on why you're unable to match transactions in QuickBooks Online (QBO).

 

When utilizing the Find match option on the QuickBooks banking page, some transactions are unable to find their match from existing records because of the following:

 

  • The amounts or dates don’t match.
  • The transaction is older than 6 months.
  • The bank account associated with the payment isn't the same as the bank where the match is located.
  • The payment has been reconciled.
  • The record is already matched to another transaction.
  • Multiple currencies are involved, and the exchange rate has shifted significantly, making the amounts very different.

 

Let's locate the specific transactions in your QuickBooks records and make any necessary changes based on your bank transactions. Doing this will change the downloaded transaction's status to Match. You can also adjust the fields for ShowSearch, and From and To (Dates) to narrow down your searches.

 

Match.png

 

For more details, you'll want to check out this article, which can aid you in organizing your transactions seamlessly: Match online bank transactions in QuickBooks Online.

 

Furthermore, it's recommended to reconcile your accounts so they always match your bank statements. This reference can give you further details: Reconcile an account in QuickBooks Online.

 

The Community space is always available for you. If you have any additional banking questions, don’t hesitate to reach us. We're here to assist you whenever needed.