Thanks for reaching out here. It's important that you're able to match your transactions in QuickBooks Online so you can reconcile your account with confidence. I'd be happy to assist!
Here's how to match existing transactions;
1. Open Transactions and then Banking
2. Click on the tile for the appropriate account
3. Locate the transaction with the Match option
4. Select the item to expand the view
5. Review the Matching records found
6. Select the associated transactions from the list
7. Review the details to make sure it's the correct match
8. If everything is correct, hit Match
If you require additional assistance, please don't hesitate to contact us outside of Community. It would be our pleasure to work with you directly and ensure you're able to complete your QuickBooks goals as soon as possible!
Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.
Feel free to reach back out with other questions. We'd be happy to help!
Thanks for the detailed and straightforward answer!
I've followed your instructions below but I'm not getting any available matches. Even though the expense is still open and I've confirmed that both the expense and the transactions are in the correct and same date range. This is a transaction/expense from March 2021, I'm wondering if the timeframe has something to do with it?
I'd like to contact you directly. Is there any I could speak with you since you already have an idea about my situation and I don't have to re-explain? Thank you!
Thanks for getting back to me here. Although there isn't a way to connect with me directly, contacting our Customer Care team would be the best course of action. Your time is valuable and your success is our number one priority. This will provide them with the opportunity to work with you in a secure setting and navigate through the process to ensure your transactions match. In the meantime, I've attached a couple of helpful articles for your reference.
I hope you find this to be helpful. We're here for you, if you have other questions or concerns!
Thanks for getting back to me.
I phoned customer care and the answer was to turn the receipt into a bill to record the multiple payments, in case anyone else has experienced this problem.
Hi there jak-naturaldesig,
I'm happy to hear that you were able to get that entered in your books and thank you for sharing the solution with the rest of the Community.
If you have any other questions, feel free to reach out here.