Cannot search transactions when trying to match.

Hi there too, @JamesCH, 

I'm here to ensure you're able to match a downloaded transaction to an existing entry in QuickBooks Online (QBO). 

Here are a few factors why the program didn't auto-recognize any possible matches to your downloaded transaction although you've already used the Find Match tool: 

• The existing entry was manually cleared in the register. 
• The amount in QBO is different from the downloaded transaction. 
• The transaction type is different. 
• The transaction is older than 180 days. 
• The existing entry was recorded in a different bank account. 

First, let's go to your register to check if the existing entry was already cleared in QBO. From there, you can also review it if it has the same amount, transaction type, and date range with the downloaded transaction. I'll guide you how. 

1. Go to Accounting from the left menu and select Chart of Accounts.
2. Locate the bank account you want to review.
3. Select View register from the Action column. 
4. Click the Filter icon. 
5. Choose the same Transaction Type with your downloaded one. 
6. Select Apply. 
7. Locate the existing entry and make sure its status is not cleared "C" in the Reconciliation column. If necessary, click the box to make the field blank.
8. Compare the amount, date, and transaction type with the downloaded entry. If necessary, change the details to match its info. 

The screenshot below shows you the last four steps.

After that, let's make sure the existing entry is associated with the correct bank account by manually opening the transaction from the Sales or Expenses menu. Once verified, go back to the For Review tab and refresh the page. This way, you can check the downloaded transaction if there's already a suggested match in the program. 

However, if there aren't any matches, you'll have to select the Resolve Difference section in the Match transactions page. That way, you can add the missing transaction from there. View the screenshot below for your visual reference. Once done, click Save to make sure you have no duplicates in QBO. 

You can also utilize the Search box at the upper right to help locate the existing entry. For more information, see Tip #4 through this article: Tips for Working in QuickBooks Online’s Bank Feed: Matching Transactions. 

In case you want to edit the added transaction, you can unmatch it from the Categorized tab. The system will move it back to the For Review tab so you can properly categorize the entry.

Lastly, it's a great idea to reconcile your account in QBO monthly to ensure it matches your bank statement.

I'm just a comment away if you need further assistance. Enjoy the rest of your day, @JamesCH. 

Maybe the specific transaction is the problem...

I have a credit card..  when the statement comes out, I make a bill (accounts payable) with the due date as is on the statement.

I pay the bill using my checking account as the source at the time the credit card  payment is due.

When this transaction downloads from the credit card company, I cannot match the payment, because it is in accounts payable.  When I search for it in the match transaction window, I cannot get any transactions to come up at all, regardless of what I put into the search criteria, including the actual transaction I am looking for.

I have put the amount - No matches.

I have put vendors I know have not reconciled - No matches.

Nothing ever comes up in the search results.  It is like the query is not working at all.

Hey there, @JamesCH. 

Thanks for reaching back out to the Community. When entering a bill to pay later, it moves the balance in the credit card account to Accounts Payable so you can pay it later. Therefore, you'll need to transfer it to the right account to match. 

Here's an article that can provide some additional information about recording payments: Recording your payments to credit cards. 

If you're still having issues, I recommend contacting our Customer Support Team. They can use a screen share to walk you through some additional steps on how to resolve this problem. Here's how: 

1. Go to the Help icon. 
2. Click the Contact Us button. 
3. Type in your question and press Let's Talk. 
4. Scroll down and choose to Get a callback. 

Let me know if this helps. I want to make sure that you're able to get back to running your business. Have a great day!