Yes, you can match suggested transactions with the same amount and date range, Tl_gallup. Transactions can be matched within 90 calendar days before and 20 calendar days after the recorded date.
To have paycheques match with your direct deposit e-transfers, first verify that the same bank is used for both transactions. If you've confirmed this and still can't find any matching suggestions, consider these potential causes that could be preventing a match:
- The amounts or dates don't match.
- The transaction is older than 6 months.
- The bank account on the payment isn't the same as the bank where the match is located.
- The payment has been reconciled.
- The record is already matched to another transaction.
- There are multiple currencies involved, and the exchange rate has shifted significantly, making the amounts appear different.
Tip: You can still find a match when you select the Find other matches section.
Review this guide for more details on matching transactions in QBO.
Feel free to leave a Reply in this thread if you have any further questions or concerns. I'm only a post away. Have a great day!
