I understand your concern, @darcy4. Let me share with you some information about why there are transactions that can't find their match.
If you have recently added transactions to QuickBooks either through import or manual entry, they may not currently have a match. QuickBooks matches transactions by considering specific criteria such as the amount, date, and payee. Without transactions meeting these criteria, it may not find a match.
When QuickBooks Online (QBO) is not finding transaction matches as it used to, there are a few possible reasons and troubleshooting steps you can try.
- The amounts do not match.
- The dates do not match or are not close.
- The transaction is more than six (6) months old.
- Note: You can still find a match by selecting the Find Match section.
- The bank account associated with the payment does not match the bank where the match is located.
- The payment has been reconciled.
- The transaction is already matched to something else
- There is an issue with the exchange rates due to multiple currencies.
If any of these details are different, it may not find a match in the existing records. For more information about managing bank transactions, check out this article: Categorize and match online bank transactions.
Need to reconcile your account in the future? Check out this article for a guide: Reconcile transactions in QuickBooks Online.
If you require further support regarding your bank transactions in QuickBooks Online, feel free to reach out again in this forum. Have a great day!
