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I have a receipt captured, and a transaction with nearly identical details. Why isn't it automatically matched? How can I change receipt matching rules to make them more flexible? 90% of my receipts are not automatically matched because of tiny differences and because QuickBooks' ability to pull details from receipts is very poor.
Receipt | Transaction | |
Payment Date | 15/09/2020 | 17/09/2020 |
Description | Samsonite Australia | Samsonite |
Total Amount | 324.50 | 324.50 |
It's my pleasure to assist you today, bc1-red-gp.
QuickBooks Online (QBO) reads the receipts, extracts information, and automatically matches to a transaction. What hinders it from matching can be cause by the following reasons:
You can read more of these articles about matching and managing receipts:
With regards to your concern about how to change receipt matching rules to make them more flexible, QuickBooks only recognize and apply the specific rules you've set. What you can do is to match your receipts with QBO transactions manually.
Learn more about managing bank rules through this article: Setup bank rules to categorise online banking transactions in QuickBooks Online.
Also, here's an article you can read to for the steps on how to matching and manage your downloaded transactions and uploaded receipts: Download, match, and categorize your bank transactions in QuickBooks Online.
Come and visit us again if you need help. It will be my pleasure. Stay safe and have a great day ahead!
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