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schmidtfs
Level 2

Bank Feed not finding matches

Hello!

 

i have a client where the bank feed is not automatically finding matches.  When i drill into the transaction (from the Bank Feed) i can select the FIND MATCH option and the transaction is there with the exact date and amount.  It is just not doing this automatically.  I have selected UPDATE several times, i have refreshed the page and logged out and logged back in.  Do you have any suggestions?

 

Thanks!

David.  

1 Comment 1
jenop2
QuickBooks Team

Bank Feed not finding matches

QBO primarily uses the transaction date and amount when looking for a match, schmidtfs.

 

Most of the times, QBO can't find or automatically match if the transaction is posted in a different bank account, has a different amount, or is already cleared in your register. 

 

However, you mentioned that you can see the transaction when manually clicking the Find Match button. In this case, a possible browser issue might have been causing the program to not automatically find a match. Let me share some steps that can resolve common browser issues in QBO.

 

First, access your QBO account in a private or incognito window. You can also use other browsers if you have a different option on your computer. Use these keyboard shortcuts on how to start an incognito browsing session:

 

  • Ctrl Shift  for Google Chrome
  • Ctrl Shift P for Firefox
  • Control Option +if you're using Safari
  • Ctrl Shift P for Microsoft Edge

 

Second, log back in and check if they are automatically matched. If they are, follow the steps in this article to delete your browsing history: Clear Cache And Cookies To Fix Issues When Using QuickBooks.

 

Let me also share these articles in case you might need them:

 

 

Please keep us posted if you're able to successfully match the transactions. The Community is always here if you need anything else. 

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