Hi Heather,
I'm happy you've contacted us about this! I'd be happy to share more info about matching your transactions.
Here's how to search for other transaction to match if QuickBooks Online is unable to find or match to the correct one.
-
On the Banking page, select the For Review tab.
- Select the transaction to open it.
- Select the Find other records or Find match button to open the Match transactions window.
Note: The Match transactions default the search result 10 days ahead of the transaction date (To) and 10 weeks before the To date for From. You can narrow the result by editing the date range From and To.
- Use options on the Show drop-down to narrow the transaction you're looking for.
Note: You can also use the Search field by entering a specific text such as Name, part of the name, or an amount.
- Select all the checkboxes of the matching transactions, then verify if the total amount is the same as they downloaded transaction.
- (Optional) If the amounts are different, you can locate additional matched transactions, or toggle Resolve | Difference. This will open the Add resolving transactions field to add the Category, Amount, and Payee(Optional) of a resolving transaction until the difference is zero.
Note: You can also use Add new transaction to add multiple resolving transactions if necessary.
- Select Save.
If you still can't find a transaction you entered in QuickBooks Online, make sure that the transactions:
- Hasn't been reconciled.
- Was entered using the same bank account.
- Wasn't matched to another downloaded transaction
Here's a helpful resoure for Bank Transactions - https://quickbooks.intuit.com/community/Banking/Add-and-match-downloaded-banking-transactions/m-p/26....
If you still need help, don't hesitate to reach out. I'm here to help.
