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karen-weare
Level 1

Find match option not working for matching transactions

I  can no longer match transactions in banking by using the 'find match' .  I have reported it last Thursday but haven't received any contact since and the problem persists,  Is anyone else experiencing this problem or does anyone have a solution?
Solved
Best answer May 18, 2023

Accepted Solutions
FritzF
Moderator

Find match option not working for matching transactions

Thanks for joining this conversation, Daryn.

 

Allow me to jump in and help fix the issue you're having with matching bank transactions in QuickBooks Online (QBO).

 

There are instances wherein transactions can’t find their match from existing records in QBO. These are some possible reasons:

 

  • Dates don't match or are not close
  • The bank account on the payment is not the same as the bank where the match is located (Or the connected bank account is set up as a credit card)
  • The amounts don't match
  • The payment has been reconciled
  • Multicurrency issue with exchange rates
  • Its already been matched to something else

 

If QBO didn't find the right match, you can either manually find a match by selecting the Find Match section. Here's how:

 

  1. In QBO, go to the Banking menu on the left pane.
  2. Proceed to the Banking page.
  3. In the For review tab, click the transaction.
  4. Tick Find Match.
  5. Select the transaction to match.
  6. Hit Save to complete.

 

To learn more about managing and matching transactions in QBO, check out this article: Categorise and match online bank transactions in QuickBooks Online.

 

In case you've matched the wrong transactions, you can refer to this article for the detailed steps on how to undo or unmatch them: Unmatch downloaded bank transactions or move them to another account.

 

You can consider utilizing the bank rules feature in QBO. This will automatically categorise your bank transactions. Visit this article future reference: Set up bank rules to categorise online banking transactions in QuickBooks Online.

 

Please let me know if you have more questions about this or anything else. I'm more than willing to assist. Take care.

View solution in original post

5 REPLIES 5
GeorgiaC
QuickBooks Team

Find match option not working for matching transactions

Hi karen-weare, we're aware of an issue where the system suggested match doesn't remove from the bank feed as expected (i.e., it remains showing in the for-review tab after matching). Refreshing the page, or navigating away from and back to the banking page will correct this while we continue to investigate the behaviour. Is this the same issue that you're experiencing? 

karen-weare
Level 1

Find match option not working for matching transactions

Yes, that's exactly what I am experiencing. I am refreshing the page after every match I do whilst it is being investigated.

GeorgiaC
QuickBooks Team

Find match option not working for matching transactions

Thanks Karen, we're aware of the inconvenience being caused by this and this is impacting multiple users - I can see that you've been linked to our investigation so all updates and notice of resolution will be sent via email. :)

Daryn stiller
Level 1

Find match option not working for matching transactions

I seem to be having the same problem. 
im doing the same as what I used to do but when I’m going through the banking, any payments showing up on the bank statement are not being matched to  invoices that I have already marked as being paid. 

FritzF
Moderator

Find match option not working for matching transactions

Thanks for joining this conversation, Daryn.

 

Allow me to jump in and help fix the issue you're having with matching bank transactions in QuickBooks Online (QBO).

 

There are instances wherein transactions can’t find their match from existing records in QBO. These are some possible reasons:

 

  • Dates don't match or are not close
  • The bank account on the payment is not the same as the bank where the match is located (Or the connected bank account is set up as a credit card)
  • The amounts don't match
  • The payment has been reconciled
  • Multicurrency issue with exchange rates
  • Its already been matched to something else

 

If QBO didn't find the right match, you can either manually find a match by selecting the Find Match section. Here's how:

 

  1. In QBO, go to the Banking menu on the left pane.
  2. Proceed to the Banking page.
  3. In the For review tab, click the transaction.
  4. Tick Find Match.
  5. Select the transaction to match.
  6. Hit Save to complete.

 

To learn more about managing and matching transactions in QBO, check out this article: Categorise and match online bank transactions in QuickBooks Online.

 

In case you've matched the wrong transactions, you can refer to this article for the detailed steps on how to undo or unmatch them: Unmatch downloaded bank transactions or move them to another account.

 

You can consider utilizing the bank rules feature in QBO. This will automatically categorise your bank transactions. Visit this article future reference: Set up bank rules to categorise online banking transactions in QuickBooks Online.

 

Please let me know if you have more questions about this or anything else. I'm more than willing to assist. Take care.

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