receipts not matching transactions automatically

Let's put things up in order and automate the GST component in QuickBooks Online (QBO), Bryden.  

To start, please be guided by the steps below:

1. Go to the Banking menu, then select the Rules tab.
2. Click on New Rule, give your rule a name, and set the conditions that meet your usual transactions. For instance, for utility bills, you can categorize all transactions that include the word electricity in their description.
3. In the Transaction section, select Expense. Then, under the Categorize section, choose the desired category (for example, Utilities: Electricity).
4. You can apply the GST automatically by selecting the GST code ( GST on Expenses) under the GST code drop-down menu.

Now let's proceed in Linking Receipts Automatically:

1. Utilize the Receipts tool found under the Banking menu.
2. You can upload receipts via drag and drop, email, or through the QBO mobile app.
3. Once uploaded, QBO uses OCR (Optical Character Recognition) to read the receipts and automatically match them to existing transactions based on details such as amount and date.

Then make sure to enable the auto-match feature in the settings of the receipt tool:

1. In your QuickBooks Online account, go to the Transactions on the left sidebar.
2. Choose the Banking tab.
3. Select the bank account you want to work with.
4. Once in the account, there is a settings/gear icon located in the middle right corner. Click on that.
5. Look for an option that mentions Enable suggested categorization.

Don't forget to review categorized transactions and attach receipts through the For Review tab in the Banking menu to ensure accuracy and make any necessary adjustments manually. 

Take a look at this article: GST Overview for QuickBooks Online.

It contains an introduction and answer to "What's the difference between Inclusive and Exclusive GST?".

Lastly, I encourage you to take a look at this article for reference in matching transactions: Categorize and match online bank transactions in QuickBooks Online.

Utilize the Reply button. If you have follow-up questions or if you require further assistance. We'll ensure to give answers to your questions and provide the help you need.

I have deleted all history and seaches in Google and transaction still not matching up to rules. Worked fine until about 2 months ago.

Fred

Hi there, Mveba. We appreciate the effort you've put into ensuring that your transactions match automatically. 

Before proceeding, may ask about what do you mean by deleting all of your history and searches in your Google? This will help us give you the most effective resolution.

Since you've mentioned that it worked fine up until about two months ago, I recommend reviewing the matching rules or conditions you've set up for transactions in the software. Ensure they are configured correctly and still valid. If changes were made recently, you might need to update or redefine the rules.
 

For both the receipt and the bank transaction, please verify that the following details match:
 

• Amount
• Date
• Status
• Bank Account
   

If you've already verified everything and the issue persists, try using a private/incognito browser window to rule out any lingering cache problems, this additional step could help.
 

Here are the keyboard shortcuts to open private/incognito mode in your browser:
 

• Ctrl + Shift + N for Google Chrome
• Ctrl + Shift + P for Mozilla Firefox and Microsoft Edge
• Command + Shift + N for Safari
   

Alternatively, consider switching to a supported browser to ensure compatibility with QuickBooks and uninterrupted functionality.

On top of that, if the issue still continues after performing the said above, I suggest connecting with our Live Support team. They have the tools like screensharing to securely access your account, verify the root cause of the issue,  and can assist you promptly.
 

If you need further assistance, feel free to reply here. The Community team is always ready to help!