Is there a trick to matching bank transactions with expenses? For the banking that doesn't match I can see them in expenses, but not as an option when trying to link.
Is there a trick to matching bank transactions with expenses? For the banking that doesn't match I can see them in expenses, but not as an option when trying to link.
Is there a trick to matching bank transactions with expenses? For the banking that doesn't match I can see them in expenses, but not as an option when trying to link.
Hi gemma4
Is this happening to all the expenses or only a few?
Is there a trick to matching bank transactions with expenses? For the banking that doesn't match I can see them in expenses, but not as an option when trying to link.
This is happening to about half of my transactions. I am new to the banking side of Quickbooks so I'm hoping it's something silly and simple that I haven't or need to do. Some of these will be new ones to add that have slipped the system - but some I know are on there in my expenses. I'm very confused and frustrated.
Is there a trick to matching bank transactions with expenses? For the banking that doesn't match I can see them in expenses, but not as an option when trying to link.
Hi gemma4
It could be a number of things. If the transactions are more than 6 months old they will not automatically match, if the transactions you created within QuickBooks are allocated to another bank/cash on hand account or the transactions you created are of a different currency.
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