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I noticed an issue that QuickBooks banking doesn’t match a check after 3 or 4 months from the check date written in order to find the match you need to manually click into FIND MATCH update the date period and SELECT the check your looking for.
This can result in creating duplicate payments and mess up your bank ledger
Solved! Go to Solution.
Welcome to the Community, Nathan.
I’ve come to give some insights and help you with your concern about matching your transactions in QuickBooks Online (QBO).
Using QBO, some older transactions may not appear immediately on your bank transactions page. In this case, you can manually match the transactions using the "Find Match" option.
To avoid duplicated payments, we must make sure to match your transactions.
Here's how:
In addition, I’ll be leaving this article with a complete guide on matching and putting your bank and credit card transactions to avoid duplicates: Match online bank transactions in QuickBooks Online.
For future reference, here is an article with complete steps for creating bank rules that automatically classify transactions from your bank.: Set up bank rules to categorize online banking transactions in QuickBooks Online.
Let me know by hitting the Reply button and leaving a comment, if you have other questions about matching your transaction in QBO. I'm just a post away.
Welcome to the Community, Nathan.
I’ve come to give some insights and help you with your concern about matching your transactions in QuickBooks Online (QBO).
Using QBO, some older transactions may not appear immediately on your bank transactions page. In this case, you can manually match the transactions using the "Find Match" option.
To avoid duplicated payments, we must make sure to match your transactions.
Here's how:
In addition, I’ll be leaving this article with a complete guide on matching and putting your bank and credit card transactions to avoid duplicates: Match online bank transactions in QuickBooks Online.
For future reference, here is an article with complete steps for creating bank rules that automatically classify transactions from your bank.: Set up bank rules to categorize online banking transactions in QuickBooks Online.
Let me know by hitting the Reply button and leaving a comment, if you have other questions about matching your transaction in QBO. I'm just a post away.
I know the solution, you explained it very well. I work with multiple bookkeepers and I had twice this week this issue they didn’t realize and created a new check. QuickBooks should look for any uncleared check to match and not filter it by date period. We need to be able to rely on the automation.
This solution doesn't work. I used to use this all the time for when people wait to chas a check for 30, 60, 120 days. In the transactions list for QB Desktop you would select match to existing transations and it would show the last 30 days uncleared by default and have a radio button for all transactions.
Now that I recently updated - it shows NO transactions. The matching check for the downloaded transaction on 12/19 was 10/07, same amount, etc. BUT when you try to match literally NO transactions show in either 30 days or show all.
My work around was to go in the account and CHANGE the date from 10/07 to closer to the download - like 12/15, then it would auto match the transaction and allow you to file it. I then went back and changed the date back to 10/07 when it was written so it would stay in order and match my other records.
This is BROKEN and silly that a long functional action no longer works. Can this please be logged to be corrected for a future update? Thanks
Thank you for taking the time to share your feedback on the recent update to the QuickBooks Bank Feeds feature, CFAs. We highly appreciate input from customers like you, as it helps us to identify areas that require improvement to enhance your experience while using the software.
Having said that, I would recommend formally submitting your product suggestions directly to our engineering team from within your QuickBooks company file.
Here's how:
Your feedback is important in helping us improve our services, including Bank Feeds. We carefully review all customer comments to identify opportunities to refine our features. Your insights are invaluable in shaping future updates.
I would also like to provide you with these resources that can be helpful when it comes to managing and assigning categories to your banking transactions in QuickBooks:
Please let me know if you have any other questions when working and bookkeeping in QuickBooks, CFAs. The QuickBooks Team is always ready and willing to provide assistance and lend a hand whenever you need it as you use QuickBooks.
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