Automatic Matching Bank Deposits

The Automatic matching feature is still available in QuickBooks Online,

adam73647. I'll guide you through some troubleshooting techniques to help you restore its functionality.

To begin, let's verify that the feature hasn't been accidentally disabled. Here's how:

1. Go back to the Bank transactions window, then proceed to the Categorized tab.
2. Click the small Gear or Settings ⚙ icon.
3. Turn on Automatic matching by sliding the bar to the right.

You can also check out this article for additional details about this feature: Automatically match QuickBooks Online product transactions.

If you're unable to see it, various factors like browser-related and technical issues may prevent certain features or functions from appearing. I’ll provide you with additional steps to help resolve these problems.

To begin, whitelist Intuit as a trusted website. Next, ensure you're accessing QuickBooks Online using one of these recommended, current browser versions:

• Google Chrome: version 78 or newer
• Mozilla Firefox: version 76 or newer. 
• Microsoft Edge: version 79 or newer
• Safari: version 12 or newer (Mac only)

Additional options that can resolve banking and browser-related issues are also laid out in these articles:

• Troubleshooting browser problems
• Clear cache and cookies to fix issues when using QuickBooks
• What to do if you can’t find downloaded transactions in QuickBooks Online

After completing the previous steps, go back to the Banking page and check if you can already see the Automatic matching feature.

Just in case you need additional assistance when it comes to selecting and assigning accounts for your banking transactions, our QuickBooks Live Expert Assisted Team is available to provide personalized support. 

For further insights into managing your financial data in QuickBooks Online, we recommend these helpful articles:

• Categorize online bank transactions in QuickBooks Online
•  Exclude a bank transaction you downloaded into QuickBooks Online

Feel come back here if you have any other concerns about using the Online Banking or any other features to manage your financial data in QuickBooks.

That isn't the part I'm talking about, though that is turned on.

It would be under Bank Transactions, For Review, then I would click the deposit,  click Match, and from there I would have a bunch of transactions that it would automatically match. Some of my deposits will have 10-20 transactions on them. Now I have to manually select them all. 

Here is a snippet of the screen I'm talking about. It was updated recently and ever since the automatic matching has been missing.

I appreciate your follow-up with more information and the screenshot of your For review tab, adam73647. Let me steer you towards a solution to address this issue effectively.

In most cases, QuickBooks would automatically match if :

1. The downloaded transactions have the same dollar amount as the one in your bank register.
2. Occur on the same date as, or within 90 days before and 20 days after the transaction date.

In this situation, I suggest contacting our phone or chat support teams. They have the capability to conduct a more thorough investigation of why this feature stopped working following the update.

Here's how to reach out to them:

1. Click the Help menu in the upper-right-hand corner of QBO.
2. Proceed to the Assistant tab.
3. Type in "contact support" in the chat box and press Enter.
4. Select Contact a human, then click Live Chat or Call me back.
5. Type in a short description of your concern and click Continue.
6. Choose between Callback or Chat.

Please note that the chat support teams are open every Monday to Friday, from 8 AM to 9 PM Eastern Time. They're also open on Saturdays, from 9 AM to 6 PM Eastern Time.

Here are additional articles just in case you might need them when working with your banking transactions:

• Unmatch downloaded bank transactions or move them to another account
• Get bank statements directly from your bank when you reconcile in QuickBooks Online

You can always reach out to the Community forum for support. Whether it's about managing downloaded transactions or any other bookkeeping-related tasks, forum members are here to help.

I tried doing both chat, and having support call me but this is what I get for each..

I'm sorry, we are unable to connect you at this time.

You can explore the Community or DM us on Facebook or Twitter @QBCares.

perhaps others are having issues with the latest updates as well..

I've reviewed several reports, @adam73647, but this is the first feedback this month regarding issues with automatically matching bank deposits.
 

Allow me to help you rectify this by contacting our support team once and for all through a chat link: Chat with us. If you're still unable to chat with one of our representatives, I recommend logging into your QBO account. This way, we can identify if there are any differences between using the Assistant and the Search tab in the Help menu:

1. Click the Help icon from the top menu.
2. Go to Search and then type 'contact us' and press Enter.
3. Hit the Contact Us button.
4. Select Chat with us to talk via a text dialog box, Have us call you to provide your contact information, or Schedule appointment to set a different time to report the issue.
5. Follow the on-screen instructions and wait for our representative to contact you.

I've added a video snippet for visual reference.

You can also review our support hours for more info: Get help with QuickBooks products and services.

Additionally, after categorizing, matching, and adding bank entries, this article can help you streamline your reconciliation at the end of the month or quarter as your future reference: Reconcile an account in QuickBooks Online.

Please know that all we want is your business success. While this feature isn't working like before, you can match it by hand while our engineers will continue to fix this promptly after you get a chat or a call. Also, the Community will be there to help you with any assistance that you need with QuickBooks. Take good care.

I am having the same issue. and cannot find that tab under settings. Just happened this week and had no issue before this

I'm having the same issue as well have a 62 bank deposits with the exact same amounts and only of of them matched up.

yes, this is very frustrating that it suddenly quit working and chat/phone support wasn't available when I tried to use them. 

We understand how relevant the automatic matching deposits are when managing entries into your account, Nelli. Let me ensure you'll get the next available support to help fix this issue.

With the input shared by my colleagues above, suggested matches on your deposit transactions would automatically match if these entries have the same dollar amount and occur within the days after the entry date.

Thus, if suggestions aren't available to match the transactions and the issue persists, I suggest contacting our Live Support Team. This way, they can perform real-time assistance, conduct further research, and create an investigation ticket if necessary.

You can follow the detailed steps when reaching out to us from the insight shared by Jovychris_A above.

In addition for Adam73647, to ensure you get on hold with our expert team on time, I've added our support hours so you can set an available time to reach them out.

When everything looks good, it’s best to regularly review and reconcile your accounts to ensure they always match your financial statements.

With the assistance of our representatives, managing these deposits ensures accuracy on your overall entries. Lean on us for any additional queries you need and we'll be around to help.

Once again, chat is unavailable. I just tried it. It's in working hours - but no one is around to help. 

I was able to request a call, but support is of no help. Had no idea what I was talking about, or how it worked prior to the latest update to QBO.

This is so frustrating. 

Phone support told me that because I have multiple sales receipts with different customers, that QBO can't automatically match the deposit. 

I informed the rep that I've been matching transactions for over two years, and suddenly within the last week it stopped working. She just regurgitated the response that QBO can't match automatically because the transactions are from different customers. I again said it's been working for 2 years, there was a recent update on QBO and now it suddenly doesn't work. The option to match multiple transactions automatically isn't even on the match screen anymore.  I asked if it was a bug in the new version, or if it was intentional. She said something about it not matching because multiple transactions, she checked her internal resources...

I asked to escalate. There is a clearly a bug in the new version or the feature was removed. 

I was able to talk to American support and she actually listened to what I was saying, and verified what her side looked like compared to my side. She acknowledged that it was different. 

My URL for the matching has this "newadvancedmatch" section. She has me delete the NEW and the 'old' match screen popped up and I could once again automatically match transactions.

https://qbo.intuit.com/app/newadvancedmatch?id=5310:ofx&date=2025-04-06 

I was advised to leave feedback for the engineers through the settings tab. HOPEFULLY this is an oversight and isn't the new QBO online.

Attaching an image of how it worked prior to the new advanced search match. As you can see there is a suggested matches toggle button, and it then has a button for the X number of receipts you can select.

See my latest post for a work around.