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Join nowI downloaded my bank feeds into my register, but it won't match anything. I have most of the transactions already in my bank register as they are mostly cheques, payroll etc... How do I remove them from my the bank feeds area.
When I go to reconcile, there are no issues as all transactions are there.
Solved! Go to Solution.
The steps provided by SarahannC is for the QuickBooks Desktop, apenn.
You probably have the Classic Mode enabled in the preferences. Let's change it by following these steps:
Here's an article for reference: Switch between banking modes.
Once done, go back to the Banking page, and follow the instructions above.
I'm also adding this article on how to add and match Bank Feed transactions in QuickBooks Desktop.
Don't hesitate to comment here if you need anything else. Thank you.
Hello there, apenn. Thanks for providing information.
We can just ignore the downloaded transactions at this time since there's no issue in the register and reconciliation. Let's do this by following the steps below:
If you encounter issues during reconciliation, you can fix those by learning some information given by this article
There you go. You can always reach out to me if you have other questions. I'll help you to figure them out.
I use the desktop version of QuickBooks. Not the online QB. Do you have a solution for the desktop version?
The steps provided by SarahannC is for the QuickBooks Desktop, apenn.
You probably have the Classic Mode enabled in the preferences. Let's change it by following these steps:
Here's an article for reference: Switch between banking modes.
Once done, go back to the Banking page, and follow the instructions above.
I'm also adding this article on how to add and match Bank Feed transactions in QuickBooks Desktop.
Don't hesitate to comment here if you need anything else. Thank you.
which version because I don't have that wording on my Qb -
I have option to have the alias : on or off
I do know how to match transactions.
What is happening has never happened before. in the bank feeds section to review the transactions: the transactions are in the above screen and the bottom screen
but they are NOT matching.
I don't know how to get them to match or how to delete them on the bottom screen because the suggested way earlier, I cannot with the qb I have, I have 2018 version
Let’s take a bit and talk about the two concerns separately, apenn.
The Express mode is available to versions 2014 and above. It has an option to ignore (delete) any unmatched transactions, which is not available in the Classic mode (your current setup).
Can you please check again to see if you have the Express option, as shown below? If not, please update your QuickBooks, then you can go back to that page and change the mode.You're using the US version of QuickBooks Desktop, right?
When you're already in the Express mode, go to your Bank Feeds Center and ignore (delete) the transactions. You can follow SarahannC steps to delete them.
On the other hand, you can't match your transactions if they are already reconciled. This is indicated by a check mark in the Check column in the register. For more details, please check the article about adding or matching bank transactions. Then, go to the Can't find match section.
We're just around if you have additional questions regarding your bank feeds.
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