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husarsky
Level 1

Credit card import records which are auto-matched disappear and are not put into the card's register

Hi,


I started importing credit card transactions (and also from one bank account with only 4 transactions). in the bank feed, i review the downloaded transactions, and anything unmatched gets inserted into the register when i assign the payee and account and then approve it. that works great.

 

the massive bug is when a transaction is auto-matched, i then click approve, but it does not show up in the register. I updated to the latest version of quickbooks desktop pro 2020. I also ran the quickbooks tool hub and clicked "quick fix my program" button. all attempts are to no avail. I really could use some prompt support on this.


thank you

5 Comments 5
AileneA
QuickBooks Team

Credit card import records which are auto-matched disappear and are not put into the card's register

Hello, husarsky. 

 

Thank you for reaching out to the Community. I appreciate for performing some troubleshooting steps to help rectify the problem you've encounter in QuickBooks Desktop. Usually, this behavior occurs when your data is damaged or corrupted. We can run the Verify/Rebuild tool utility to detect the data damage.  

 

If the program is in multi-user mode, you need to change to single user mode (Go to File -> Switch to Single User Mode). It is very important that you have to create a backup copy of your company file before running Verify and Rebuild Data.  

 

Verify Data: 

 

  1. Press the File menu. 
  2. Choose Utilities from the drop-down option.  
  3. Select Verify Data
  4. Tap Ok to continue.  

 

Note: If the verify process is successful, you are done. In case it fails due to some problem, QuickBooks will notify you to run Rebuild data. 

 

Rebuild Data:

 

  1. Click the File tab at the top. 
  2. Select Utilities from the drop-down option. 
  3. Choose Rebuild Data
  4. Click Ok on Rebuild has completed.     

 

If the issue persists, I suggest reaching out to our Contact Support team. They'll be able to pull up your account in a secure environment and help you navigate using one of their tools.  

  

Just in case you need additional resources while working with QuickBooks Desktop, you can always open the topics from our help articles

 

Let me know how it goes by dropping a comment below. I'm just around to help. Take care!

husarsky
Level 1

Credit card import records which are auto-matched disappear and are not put into the card's register

When i run verify i get a message that says "Errors that rebuilding your company file won't fix"

 

39 instances of Error 213 which looks something like this for all 39 of them:

Error: Verify Class list. Duplicate name encountered. Name: Hosting Records 43 (1) and 42 (2). To fix, edit this element in the list and change its name.
Details: List: 'Class', record name: 'Hosting', List: 'Class', record name: 'Hosting'
husarsky
Level 1

Credit card import records which are auto-matched disappear and are not put into the card's register

When i run the integrity test I get a message that says

Errors that rebuilding your company file won't fix

 

and directly below it are 39 instances of Error code 213 which looks similar to this in every instance:

Error: Verify Class list. Duplicate name encountered. Name: Hosting Records 43 (1) and 42 (2). To fix, edit this element in the list and change its name.
Details: List: 'Class', record name: 'Hosting', List: 'Class', record name: 'Hosting'
husarsky
Level 1

Credit card import records which are auto-matched disappear and are not put into the card's register

I want to also say that i ran the rebuild as i always do everytime i backup my QB file i get this set of errors, but it has never impacted me until 2021. Any ideas of how i can proceed as rebuilding the file does not resolve the credit card import problem? I might also note this issue ONLY happens when records are flagged in blue as auto-matched. all other records import without a problem.

Maybelle_S
QuickBooks Team

Credit card import records which are auto-matched disappear and are not put into the card's register

I want to ensure this is taken care of, @husarsky.

 

To fix this, I'd recommend getting in touch with our Customer Support Team. This way, they can pull up your account securely and help check the cause of the issue.

 

Here's how:

  1. Go to the Help menu.
  2. Select QuickBooks Desktop Help.
  3. In the Have a Question window, scroll down to choose the Contact us link.
  4. This will display the Contact Us screen.
  5. Go to the Tell us more about your question section to enter the issue or topic in the field box.
  6. Click the Search button to display the Get Phone Number or Start a Message button.

Also, I’m adding a guide that lists our support hours and calls me back options to fit our customers' schedules: Support hours and types.

 

You can check our Help articles page to learn some tips and tricks in managing your QBDT account. From there, you can read great articles that can guide you through the steps by steps process.

 

You can drop a comment below if you have other questions about QuickBooks. We're always here to help.

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