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Visit this post for a list of recent banking issues in QuickBooks Online.
Monty250
Level 2

Add resolving transactions

Quickbooks online will only let me add 5 resolving transactions,

 

I need to add 6 how can this be done?

9 REPLIES 9
Ashleigh1
QuickBooks Team

Add resolving transactions

Hello Monty, Thanks for psoting on the Commutiy page, is this for matching banking transactions? Could you provide us with more information so we can help resolve your quiry. 

Monty250
Level 2

Add resolving transactions

Yes, its for matching bank transactions. I need to add 6 resolving transactions (cash payments taken from banking)

RCV
QuickBooks Team
QuickBooks Team

Add resolving transactions

Thanks for coming back, Monty250.

Could you further elaborate on the issue you're having with matching bank transactions? Are you attempting to match the downloaded bank transactions and it only provides you with five transactions to match? Are you trying to perform the Resolve difference for the bank transactions? We would appreciate any information or screenshots you can give us to help us locate the problem.

 

 

 

Update me in the comments section below. I'm hoping to hear from you as soon as I can. Take care always!

Monty250
Level 2

Add resolving transactions

I have matched the bank transaction, it's the 'resolve difference' at the bottom. It will only let me add five resolving transactions.

 

I needed to add six (resolve difference) to the bank one transaction 

Monty250
Level 2

Add resolving transactions

I have matched the bank transaction, it's the 'resolve difference' at the bottom. It will only let me add five resolving transactions.

 

I needed to add six (resolve difference) to the one bank transaction 

Monty250
Level 2

Add resolving transactions

 

as you can see from the picture below, it will only let me add 5 rows, but I need six

 

screenshot.jpg

emmam6
Moderator

Add resolving transactions

Hello Monty250, thanks for the screenshot. It will only allow you to add 5 additional lines on one resolve difference selection. It would be a case of going to add manually one of the transactions and then selecting the 2 transactions for that customer when finding a match and then resolving the other 5 if the transactions is more than the amount received. We can add feedback to our product team regards needing more lines certainly but currently only 5 can be added at most.

annalee
Level 1

Add resolving transactions

We need more than 5 resolving transactions.  My bank deposits will have some payments to match to and some that won't match due to the nature of our business. 

ShangY
QuickBooks Team

Add resolving transactions

Hello, Annalee. Thanks for reaching out to us about adding more than five resolving transactions in QuickBooks Online (QBO).

 

At the moment, we can only add five transactions to match your bank deposits. However, you can suggest adding a feature that allows multiple transactions to be added and matched. This will allow our product developers to consider adding it to the next update.

 

Here's how:

 

  1. From the Gear icon, select Feedback.
  2. Enter your suggestions.
  3. Click on Next to submit.

 

Once you've successfully matched your bank transactions, I suggest reconciling to ensure your current, savings, and credit card accounts are always balanced and accurate. Here's an article to guide you on the process: Reconcile an account in QuickBooks Online.

 

Please don't hesitate to leave a reply below if you have further questions or concerns about matching your bank transactions or any other concerns within the program. Our team is always ready to help. Have a good one.

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