Hi,

I have almost the same issue. I created one  journal entry with 3 or more lines of data involved. This entry has a  couple of listed transactions that should match the uploaded bank transaction I have in QBO. I'd appreciate if anybody that came across this issue was able to find a solution. Thanks.

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@Anonymous wrote:

I have just entered many checks into QuickBooks.  I'm trying to match them with downloaded transactions and none of the downloaded transactions offer a MATCH.  When I click on the transaction, it has ADD checked.  When I check MATCH, it takes me to a page with multiple checks to select from.  How do I get the downloaded transactions to offer the matches when I click on them.?  All of my other QuickBooks Online clients show that option - this one does not.  I am listed as an accountant for the client I'm having troubles with.  I'm listed as a user on my other clients.

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Hi there, @Gee4.

Thanks for joining this thread. Normally, the journal entry you've entered should match with the uploaded bank transaction you have in QB Online. I've replicated the information on my sample account and experience the same issue.  

I've also checked our records but  couldn't find any reports about this behavior.  I'd suggest you contact our Customer Care team to report the issue. A representative will gather important details about your experience and will use that information to support the case for investigation. You will also be notified directly via email about its progress. 

Here's how you can get through us from your QuickBooks company: 

1. Click the Help (?) icon at the top right.
2. Select Contact Us.
3. Enter your question in the field, then click Let's talk.
4. Select an option to get through us. 

We appreciate your patience on this concern, @Gee4. Let us know how it goes with you as it will be a great help to other users who are also following this thread. 

I did exactly what katherinejoyceO suggested with the chat thing and got the response about the known issues and the engineers are working on it.  katherinejoyceO , I know there is at least one case because I created it.  I referenced this thread in the chat.  Like a dummy, I forgot to write my case # down before I closed the chat window and it went away into the void.

• We have 2 separate QBO accounts for two separate companies and it is only happening for one company.
• One company has the basic QBO (essentials) where everything is entered as an expense with no bill payment.
• The other has one of the more expensive subscriptions where we enter bills then pay the bills.
• Our unmatched problem appears to happen only on the company that uses the bill payment feature.
• We use PNC for both companies.

It was suggested in one of the replies that it was an issue with the data that is coming back from the bank.  My spider sense tells me it is not the bank.

Who do you bank with? 

I wouldn’t be able to check your account from here to see your case, eftbookeeping. Thus, I'm unable to confirm if this is an issue.

Going back to matching transactions. You're unable to match if the entries in QuickBooks are:

• already reconciled (with R marks)
• matched to other transactions
• saved in a different register
• have different amounts

Another reason. You can’t match if your bank transactions are downloaded in reverse. This means the sales came out as expenses (money out) and the expenses came out as income (money in). If this had happened, you can exclude them. Then, download your transactions from your bank, and upload them to QuickBooks.

I suggest you use the CSV format since you can select the columns where your entries will post.

Let us know which of the above possible reasons you are experiencing right now, and we will help you solve it.

I am having the same issue.  Everything worked fine all of this time. Then the end of October, QuickBooks online stopped matching checks.   Just checks.

Its the right bank account, right amount, current time period, not reconciled, Chrome...etc

It worked one day and not the next and hasn't worked since.

QuickBooks just stopped matching ALL checks the end of October.

Not some, ALL!

The amounts were right, bank account right, nothing changed on how I enter things.  It worked over a year, then one day it just stopped matching any checks.

It has been 2 months now and it will not match 1 check. It matches deposits, debits, transfers...etc but not 1 check.

What can I do?

Good Morning, @tdh1.

Thank you for joining this thread. I'm happy to help with your checks not matching.

I'm going to suggest contacting our QuickBooks Online Support because they have the tools to take a look at the issue and see why your checks aren't matching correctly.

Here's how to contact QuickBooks Online Support:

1. Select the Help button in the right corner.

2. Choose Contact Us.

3. Type in your reasoning for requesting a callback, click on Let's Talk.

4. Pick one of the options so we can contact you.

We appreciate your patience with this concern. I'm a comment away if you have any more questions. Have a great rest of your day!

We have the same issue, typically with multiple payments with same amount from different customers on same date. Even though the customer name appears in the bank information field for the transaction, QBO doesn't properly pick the right payment to match and a manual intervention to select the right one is required for each payment. THIS IS A HUGE HASSLE, PLEASE FIX IT AT LAST !

Thanks for checking in with us, marcbou.

When connecting your bank with QuickBooks Online (QBO), the connection type is read-only. Thus, the information downloaded and displayed in your account depends on what your bank shares with us and how your transactions are posted on your bank's website.

To automatically categorize the downloaded bank transactions, we can create bank rules. This way, QBO automatically applies your rules to transactions in the For Review tab to review it. 

For the steps and details, check out this article: How to set and use banking rules for downloaded transactions.

There's a few possible reasons preventing you from matching multiple payments in QBO. Among these are:

• The transaction has not been reconciled.
• The transaction was entered using the same bank account.
• Make sure the Quickbooks Online transaction has not been previously matched to another bank downloaded transaction.
• If it is a deposit or payment received, make sure it is not on the Bank Deposit page (undeposited).

If you're still unable to find the match, you have the option to Exclude the transactions instead of matching them. This will simply move the transactions out of the For Review tab, and won't impact your books since you've already recorded the payment. 

Here's how: 

1. Go to Banking on the left navigation panel.
2. Choose Banking. 
3. Tick the  For Review tab.
4. Select the checkboxes of the transactions to exclude.
5. Tap the Batch actions drop-down and press the Exclude Selected.option. 

You can refer to this article for more details: Exclude expenses from downloaded bank transactions.

I have here a link where you can find articles about managing your bank feeds: https://quickbooks.intuit.com/learn-support/en-us/banking/07?product=QuickBooks%20Online.

Keep me posted if you need a hand with reconciling your accounts or any QBO related. I'll be here to ensure your success. Keep safe and healthy. 

What can be done to match my bank transaction when payments are accidentally entered as undeposited fund?

Thanks for joining this thread, joslinjoice.

We can deposit the payments from the Undeposited Funds account to the bank account in QuickBooks Online. Then, we can match it to the downloaded bank transaction.

You can follow these steps:

1. Go to the + New button and select Bank deposit.
2. From the Account dropdown, choose the account you want to deposit the money into.
3. Select the checkbox for the payment you want to include.
4. Tap Save and close.

Once done, go to the Banking page to match the two. For the detailed steps, you can check these links:

• Record and make bank deposits in QuickBooks Online
• Categorize and match online bank transactions in QuickBooks Online

I'm here to help you if you have additional questions. Have a great day!

I'm dealing with the same issue here, but I'm wondering bout the excluding option. Here's my scenario: 

I received an ACH payment through an emailed invoice (quickbooks payments processed it), and it automatically matched it to the corresponding invoice. But, a payment takes a few days to disburse, and now I have a transaction that's importing from my bank. Because it's already been processed and matched automatically, do I exclude this transaction? I never have needed to do this before. The only thing that is different now is that Quickbooks Payments put the deposit into my savings account instead of my checking account. I think QB expected the transaction to be in the checking account, and maybe that's why it's not showing up as a transaction that I could match it to? 

Any suggestions would be helpful. 

I kept tinkering and I figured it out. I was able to go to the payment record and edit it, and then change the bank account that it had recorded the deposit in. That corrected an imbalance in my checking, and made the transaction available for a matching in my savings. 

I have the same or similar issue...  QBO automatically records deposits and applies payments to invoices.  When I go to the banking screen to add/match transactions downloaded from my bank, the matching invoice doesn't show on the list.  I have to delete the deposit (created by QBO), then the invoice will show up on the list to match with deposits... So it appears the solution to my issue to stop QBO from creating deposits.  HELP!  HOW DO I DO THIS!  Any other suggestions are greatly appreciated.

Let's perform some troubleshooting steps to get this sorted out, rrichtx77386.

If you have QuickBooks Payments, QucikBooks Online (QBO) automatically applies payments to invoices the moment customers pay them. You'll have to create a bank deposit and choose the invoice payments under the Undeposited Funds account. For more details about this one, see the Record and make bank deposits in QuickBooks Online article. 

If you don't have the QuickBooks Payments feature, we can check if you created a bank rule. This may be the reason why QBO automatically records deposits. Just refer to the Setup bank rules to categorize online banking transactions in the QuickBooks Online article to learn more about this one. Then, check if the Automatically apply credits option is turned on where it automatically applies payments to invoices. Here's how:

1. Click the Gear icon on the top menu.
2. Choose Account and settings.
3. Tick the Advanced tab.
4. Tap Automation.
5. See if the Automatically apply credits option is turn on. You can turn it off if you’re a property manager that requires security deposits.
6. Hit Save.
7. Press Done.

Feel free to visit our Banking page for more insights about managing your bank feeds and reconciling accounts.

I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Please reply to this post and I'll get back to you. Take care always.

This is driving me absolutely insane as well.  I am going to review the comments here and see what I can figure out tomorrow.  I have spent DAYS on the phone with support and nobody is able to help me figure out why o can’t match transaction.  I even just got an email back about my case that there was nothing they could figure out.  I even had one support person witness the issue occur when he asked me to unmatch one of the only ones in was able to get and then we were unable to get it back.  All of my cash and cash app items are displaying to match my deposits but not any of my card payment deposits and there is nothing different about the way they are set up.  My payroll checks that were run though QuickBooks with the check numbers recorded are even not showing up for me to match.  

Hello - I have to comment here. Super frustrated. I have been using the Mac Version of the Desktop Quickbooks since 2016 or so. EVERY single time since the beginning of time, the QBO on import, has matched my payments and deposits. EVERY single time for years. Starting in July 2021, it stopped matching. Just stopped. Exact same process, I create an invoice, receive the check and boom it has matched. Never did anything different. I have not already imported or changed anything. It just stopped working. Quick books needs to fix this. This is NOT operator error - this is a bug and needs to be repaired. 

Thanks - Tim

Hello there, @EchopdxOR.

Let’s keep QuickBooks for Mac up-to-date so you always have the latest features and fixes.

Here’s how:

1. From the QuickBooks dropdown arrow, select Check for QuickBooks Updates.

2. If a newer version is available, select the Install Update.

3. You’ll see a window pop up. Then, select Install and Relaunch.

4. When the update is complete, QuickBooks for Mac automatically opens.

Once done, go to the Banking tab and check if you can now match.

I've included this article that can help you manage your banking transaction in QuickBooks: QuickBooks Mac User Guide. Just proceed to Chapter 7: Banking.

Let me know if you need any additional help with our program or this topic. I'll be right here to help you with it.

Hello, I received payment in check from a few of my customers, I applied those checks to the customer Invoices, I then went to the bank and deposit them. The next day I couldn't match them because the bank teller deposited one of the checks for a lot less quantity of the check, the check was for $2,500.00, but she only issued it for $25.00, the bank then fixed the error by crediting the rest of the amount. However, when I am trying to match the deposit with the customer payment, the customer does not appear in the list. In the list appears the other customer's check that I deposited along the 1st time, because the amounts match. If I try to add the customer to the list, the amount  will show as a credit for the customer but it won't be applied to the invoice paid. What should I do?

Thanks for joining us here today, @GVDP.

I'll share the steps on how you can match your customer payment. You'll want to use the Find match or Find other matches option. This way, you're able to match the downloaded transactions with your QuickBooks transactions. 

Otherwise, you'll have to locate the customer invoice and check the associated payment to it. Make sure to record the payment by going to +New and then Receive Payment. This way, you're able to match your QuickBooks transactions with your downloaded bank transactions.

For more information about the process, please check out the links below:

• Unmatch downloaded bank transactions or move them to another account.
• Tips for working in QuickBooks Online's Bank Feed.

Once you're down matching transactions, you'll want to reconcile your checking account. Reconciling gives you insight into your business and QuickBooks process as easy as possible.

Please let me know how it goes after trying the above steps or if you have additional questions or concerns with customer payments. I'll be around to assist you. Take care and have a wonderful day ahead.

I did that.  Doesn't fix the issue.

Thank you, but it didn't work the way you suggests. I already solved the issue, by going to the customer payment receipt, and cleared the transaction. So it shows zero in the payment amount, then saved. Then I went to the bank transaction, and find matches, Then I was applying the partial amount manually and saved it. Then went to the other transaction from the bank, and the bank was able to find the match, I just confirmed the transaction.

I am having this problem  - I used to be able to match transactions to checks - it would show 'records found" on transaction and list the original check - now I can't match the checks and even after clicking the find match button and selecting the check, which has same amount, date, check number, etc. it still won't match 

posting for others who may run into this problem - STILL A PROBLEM 3 YEARS LATER!

I'm on QBO and experiencing this issue - used to be able to match checks automatically from bank feed - now I can't. 

Even after matching transaction from menu manually .. doesn't match and remains in the txn for review. 

DAILY I am running into issues / bugs and having to consult these support forms - and it's always the same - someone writes issue nearly identical to one I am experiencing - quickbooks rep offers little to no support, months - years pass, more people post about issue,  quickbooks does not fix issue. 

Quickbooks this should not be that hard - i literally have the same amount, check number, and date. Why can your system not match the check? Do I need to switch to a different accounting software that isn't plagued by bugs and product holes or can you guys fix this?