Bank transactions (downloaded) not matching to entered information

I'll explain to you, @Petiezee, the possible reason why transactions from the new Bank of America that doesn't automatically match in QuickBooks. This way, I can guide you accordingly in managing your bank data.

I appreciate you providing complete details of your concern and all your efforts. There are times when QuickBooks can't match a transaction because of the following:

1. The transaction number, amount, date, and name could all be different. Find the transaction in QuickBooks and make any necessary changes based on your bank records. Doing this will change the downloaded transaction's status to Matched.
2. If a downloaded transaction matches an already reconciled transaction, QuickBooks won't match them. 
3. Although rare, QuickBooks might download duplicate statements or transactions. If transactions have a lightning bolt ⚡ in the CLR column, they won't match again, even if all the info is the same. Deleting the bolt is a great alternative solution to match the transactions.

For more details, see this link: Add and match Bank Feed transactions in QuickBooks Desktop.

If the issue persists, you can contact our team again via phone or chat. They can review your account in a safe place. If needed, they can send tickets to our engineer about the issue and open an investigation. 

Here's how:

1. Go to this QBDT help link.
2. Select your product and click Continue.
3. Enter your concern in the box and tap Continue.
4. Choose either Chat with us or Have us call you. 
5. Follow the on-screen instructions.

Make sure to contact them within business hours to ensure a swift response.

Additionally, the current release numbers for each version of QuickBooks Desktop:

• QuickBooks 2023 R3_119
• QuickBooks 2022 R5_158
• QuickBooks 2021 R10_55
• QuickBooks 2020 R15_54

For more details, see this link: Update QuickBooks Desktop to the latest release.

Moreover, check out these articles below on how to troubleshoot banking issues and reconcile bank accounts: 

• Fix OL and OLSU Bank Feeds errors in QuickBooks Desktop
• Reconcile an account in QuickBooks Desktop

Let me know how everything goes and if you have any other concerns by updating this thread. I'm here to keep helping. Have a good one!

So, youre telling me that if:

I have entered a Payment on 11/1, after the transaction downloads and says the payment cleared on 11/3, in order for the item to match up, I have to go and edit the payment date so they're the same?  That's ridiculous to think I'm going to go back in and edit each transaction that now doesn't match up, to get them to match. 

The software has a glitch, since the newest update with B of A web connect, and surely I'm not the only one to be seeing this.

I've been having the same problem for the same amount of time - still waiting for a fix and still don't have time for a 2 hour call to support.

Have you had any luck?

AND I bank with Chase - so it's the update, NOT the bank.

I'm having the same issue. Sometimes the matching works and sometimes it doesn't. 

At one point during the day, the transactions miraculously started to match for transfers between accounts. However, as soon as I switched tabs to go to another bank account, when I returned to that bank account, the suggested matches were gone. Clearly a glitch in the software and I would love it if QuickBooks can correct this as soon as possible. 

Hello there.

Please know that this isn't the experience we want you to have. All transactions downloaded into QuickBooks are from the bank.

Did you receive a bank error message? I'd like to know since there are specific fixes within the banking menu. Please refer to this article for more details: What to do if you get a bank error or can't download transactions in QuickBooks Online. You can go directly to step number 4 to view the list of possible solutions.

QuickBooks constantly matches banking transactions. However, if it shows the wrong matching in the For Review tab, you can un-match the transaction and put it in the correct account.

Furthermore, if the cache contains too much data, it may result in inconsistencies within QuickBooks. Your browser will operate more effectively if you clear it.

Here's how to clear Chrome's cache:

1. Open Chrome on your computer.
2. In the upper right, click More.
3. Choose More Tools, then Clear browsing data.
4. Choose a time range from the top. Select All times to delete everything,
5. Check the boxes next to "Cookies and other site data" and "Cached images and files,"
6. Click on Clear data.

Another workaround is to sign in to your QBO using a private browser (incognito). It will help us check if this is a browser-related issue.

Here's how:

• Press Ctrl + Shift + N (Google Chrome).
• Ctrl + Shift + P (Firefox).
• Control + Option + P (Safari).

You may visit this article as your reference when you reconcile an account to ensure your accounts in QBO are balanced: Reconciling account in QuickBooks Online.

If you have any further concerns about your transactions, don't hesitate to post them here. Have a great day!