The matches are not showing on my bank account

peter41 · ‎November 22, 2019

FritzF · ‎January 12, 2021

Thanks for joining this conversation, @9130 3496 0391 8576.

One of the possible reasons why you're unable to match them is that the transactions you recorded in QuickBooks Online (QBO) have been reconciled already. You can check your Register to verify. 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.

However, if they're not yet reconciled, try signing into your QBO using a private browser (incognito). This will help us check if this is a browser-related (cache and cookies) concern.

Here's how:

Press Ctrl + Shift + N (Google Chrome).
Ctrl + Shift + P (Firefox).
Control + Option + P (Safari).

Once logged in, go back to the Banking menu to double-check.

If they're now showing, return to your default browser and perform a clear cache to refresh the system. However, if the issue persists, try using other supported browsers.

I've added these articles for your reference on how to manage downloaded bank transactions: Categorise and match online bank transactions in QuickBooks Online.

Reach out to me in the comment section below if you have any additional questions. I'm always here to answer them. Have a good one!

View solution in original post

JamesC · ‎November 22, 2019

Hello Peter41,

Could you give us a bit of an example of the transaction you are trying to match too?

Common examples of why a transaction doesn't match include, but are not limited too:

Incorrect bank account selected on transaction in QuickBooks
Date range outside of 3 months between the transaction on bank and on QuickBooks
Transaction is already reconciled within QuickBooks
Amount does not match exactly to the transaction in QB

Can you tell us a bit more about the transaction you're trying to match, and what might differ between the two transactions?

peter41 · ‎November 22, 2019

Bill 20/10/19, Sainsburys, £29.50

Payment out of bank, 21/10/19, £29.50

It does not match the payment to the bill on the face of the banking screen. I have to click find match and then it matches them

I'm sure it used to show match on the face of the banking page

JamesC · ‎November 22, 2019

Hello Peter41,

You are correct; it is meant to show the match on the face of the banking page.

I think, it's worthwhile performing some basic troubleshooting and cleaning of the cache out of the browser; to see if perhaps it is finding the match, but it's a visual issue that's not presenting the data properly. Are you using Google Chrome?

Is this happening to multiple transactions, or just this one?

9130 3496 0391 8576 · ‎January 12, 2021

I'm having the same issue, Can you check it. Thank you.

FritzF · ‎January 12, 2021