Being able to easily match or add transactions from the bank feed in QuickBooks Online's Banking tab is a great time saver and helps ensure accuracy in your books. I'll gladly go over what you can to do make sure you're able to match the cheque transaction as you'd like.
The first thing to keep in mind with this process is the status of the transaction already entered into QuickBooks Online. You mention that the cheque is now cleared, which I'm thinking may mean it has come up in the bank feed. However, if you mean that you've already reconciled the transaction in QuickBooks, then you won't be able to match from the bank feed. While you can match to entries that have the C (cleared) status in the account register through the chart of accounts, for entries with the R (reconciled )status, you cannot.
When the bank feed is looking for transactions to match to in QuickBooks Online, it searches based on date, amount, and also the vendor name. Since your feed isn't showing the correct vendor name, switching it to what it needs to be should get you back on track. Here's how.
You should now see the Match option for that transaction if all the other details match what you have for the entry in your books. Check out this article to learn more about this process: Categorize and match online bank transactions in QuickBooks Online
If part of the problem is that the dates don't match because you entered the cheque into your books at one point but the cheque wasn't cashed until another, there are a couple of options.
The first option is to exclude the entry from the bank feed, which would leave you with handling the transaction while going through the reconciliation process. Here's an article that can help with that: Reconcile an account in QuickBooks Online
The second option would be to change the date of the cheque transaction in QuickBooks to match what's in the bank statement. This should then give you the Match option. You can edit the cheque by following these steps.
Feel free use options like the Memo field to note when you actually wrote the cheque. I encourage you to choose whichever of these options works best for you.
If you're still having trouble or would like extra guidance with the process, you can contact support using one of the following methods.
Phone and Chat: Click Contact Us to learn how to reach phone and chat support.
Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)
Have a great rest of your day!
Thank you for your timely response.
I have tried the first suggestion several times prior to your response. I even tried again.
There are two transactions, while one will allow me to change the vendor name and other details, after closing the X, it sill remains at "add" and not "match".
The other transaction doesn't give me the option to change the vendor name(which is the correct name) except for those that the system is suggestion.
I read the other suggestions, to change the payment date to the cheque clearing date. I am not sure if I am comfortable doing this.
What else can be done?
Thanks for following up and letting me know what you've tried. Since the steps aren't working, the next best thing is reaching out to support to work one-on-one with an agent. What you're describing is the kind of thing we'll want to see in action, which a phone or chat support agent can do with a screen share session. The person you're working with may even notice something that can be fixed to resolve the issue. Don't be afraid to give us a shout using one of the methods I outlined in my original response.