Hi Greg,
Thanks for posting in the Community!
Let me provide some information about matching transactions in QuickBooks Online. If you are unable to match transactions, one of the following will be causing the issue.
- The original transaction is a closed transaction (Expense, Sales Receipt, Payments, Deposit, Cheque, some Journals) with a different amount. The transaction may need recreating as an Invoice or Bill.
- The Bank the transaction is posting to is different.
- The Dates are out by more than 30 days, you'll need to use the find match option.
- The Currency of either of the transactions in not in home currency.
- The transaction has already been matched to something else, in the case of transfers, it may be the other account that is matched.
- The transaction has been reconciled. In this case Excluding the transaction is usually the best option.
- Or that the account has been set up incorrectly as a credit card when it's a bank or vice versa, and therefor money in and money out are transposed.
Once the above is verified and the issue persist, I recommend signing in using a new incognito window or a new supported browser to isolate the situation encountered.
Check this link to learn more about categorising bank transactions in QBO.
If the issue persists, please contact our Customer Care Team. That way, they can initiate screen sharing with you and help match the transaction.
Post again in the Community if you have other questions about QuickBooks Online.
