Matching bank feed transactions... Find a match doesn't list matching transactions. I've checked correct bank a/c, date criteria, and online help. What am I doing wrong?

Pru1 · ‎May 09, 2020

It does list some invoices and receipts. But very few. I'm finding the majority of sales receipts that I expect to see listed, aren't. I'm having to resort to deleting the original transaction and then adding it via the bank feed with all the relevant info. Complete waste of my time re-entering the same information. I must be missing something basic here. Any ideas please??? As I've said in my title, I have repeatedly checked that I'm looking at the correct bank feed and dates for each transaction. I'm having to double-check all of these each time anyway as this is a clean up operation I'm attempting.

ChristieAnn · ‎May 09, 2020

Hi there, Pru1.

I appreciate you for following the steps provided by my colleague above to resolve the issue.

Since you verified that Find match doesn't contain matching transactions. And, no transactions have ever been reconciled, I suggest contacting our QuickBooks Support Team. They have the tools to pull your account and investigate the cause of the problem.

Here's how to contact them:

1. Open your QuickBooks Account.

2. At the top right, click the Help icon.

3. Click Contact Us.

4. Under What can we help you with?, enter your concern about matching transactions.

5. Click Let's Talk.

6. You'll be routed into the Choose a way to connect with us page.

Start a chat with a support expert.
Get a callback from the next available expert.
Ask the community to get help from businesses like yours.

7. Select how you want to contact them and fill in the information.

For additional about matching transactions, you can refer to this article: Categorise and match online bank transactions in QuickBooks Online. This provides details on how to review transactions after you download them to avoid double entries.

Please check this article to see steps on how to upload transactions manually in case you'll need to get older transactions from your bank: Manually upload transactions into QuickBooks Online.

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

View solution in original post

AlexV · ‎May 09, 2020

Hello there, Pru1.

Let me help you in matching the bank transactions. It's great that you're able to make sure that the dates and bank account are correct.

One possible reason why we're unable to match them is that the transactions you recorded in QuickBooks Online have been reconciled already. You'll want to check on your Chart of Accounts so we can verify it. We can see the reconciled transaction if it has R on it.

If this is the case, you don't need to match the downloaded transactions. Instead, you can exclude them. Simply check the tickbox beside the Date. Then, click on the Batch actions drop-down and select Exclude Selected.

I've added these articles for your reference on how to manage downloaded bank transactions:

I'll be here if you have additional concerns. Wishing you all the best!

Pru1 · ‎May 09, 2020

Hi @AlexV ,

Thank you - I already checked that, but no transactions have ever been reconciled. There must be something else I'm missing.

Regards,

Pru

ChristieAnn · ‎May 09, 2020

Hi there, Pru1.

I appreciate you for following the steps provided by my colleague above to resolve the issue.

Since you verified that Find match doesn't contain matching transactions. And, no transactions have ever been reconciled, I suggest contacting our QuickBooks Support Team. They have the tools to pull your account and investigate the cause of the problem.

Here's how to contact them:

1. Open your QuickBooks Account.

2. At the top right, click the Help icon.

3. Click Contact Us.

4. Under What can we help you with?, enter your concern about matching transactions.

5. Click Let's Talk.

6. You'll be routed into the Choose a way to connect with us page.

Start a chat with a support expert.
Get a callback from the next available expert.
Ask the community to get help from businesses like yours.

7. Select how you want to contact them and fill in the information.

For additional about matching transactions, you can refer to this article: Categorise and match online bank transactions in QuickBooks Online. This provides details on how to review transactions after you download them to avoid double entries.

Please check this article to see steps on how to upload transactions manually in case you'll need to get older transactions from your bank: Manually upload transactions into QuickBooks Online.

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

View solution in original post

Judith19

I've connected the bank and dowloaded the transactions, snapped all the receipts and expected QB to match what it could but its not showing me any matches at all - do I really have to find a match manually for each and every one?

DivinaMercy_N

Thank you for joining this thread, @Judith19.

To further investigate your account and determine the cause what's preventing you to match the receipt. I recommend, reaching out to our technical support team. This way, they can pull up your account in a secure place and provide steps to help you fix the issue. Here's how:

Go to the Help icon.
If you're routed to the QB Assistant window, enter your concern.
Then, type Talk to a human.
Select Live chat.

For your reference, please visit this article: Capture and categorise expense receipts and bills in QuickBooks Online.

Also, to review your accounts and make sure they match your real-life bank or credit card statements, you may visit our reconciliation hub for a detailed guide.

Let me know how this goes and leave a reply below if you need further concerns matching receipt with transactions in QBO. I'm always here to help. Have a good one.

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Matching bank feed transactions... Find a match doesn't list matching transactions. I've checked correct bank a/c, date criteria, and online help. What am I doing wrong?