Hi there, happy13.
If QuickBooks Online (QBO) isn't automatically matching a transaction to an invoice, it usually indicates a discrepancy in the amount, date, or bank account.
If you see the transaction in your bank feed but it does not have a green Match label, you can force QBO to search for it by following these steps:
- Go to the All apps tab.
- Select the Accounting menu.
- Choose Bank transactions.
- Click on the transaction in the Pending tab to expand it.
- Select the Find match radio button.
- In the Match transactions window, look for your invoice.
If you do not see the invoice, adjust the Date Range filters at the top. Expanding the From date often reveals the missing invoice. Also, ensure that the invoice payment was recorded in the same bank account as the bank feed you are examining.
You can check out this article for a more detailed guide on the process: Match your bank and credit card transactions.
Please don't hesitate to drop a comment below if you have any other questions.
