Hi there, @HeatherS7.
Thank you for taking the time to reach out to us here in the Community. Allow me to join the thread and help share information about finding match transactions in QuickBooks Online (QBO).
To search for other transaction to match if QBO is unable to find or match to the correct one.
- Click on Banking from the left pane.
- On the Banking page, select the For Review tab.
- Select the transaction to open it.
- Select the Find other records or Find match button to open the Match transactions window. The Match transactions default the search result 10 days ahead of the transaction date (To) and 10 weeks before the To date for From. You can narrow the result by editing the date range From and To.
- Use options on the Show drop-down to narrow the transaction you're looking for. You can also use the Search field by entering a specific text such as Name, part of the name, or an amount.
- Select all the checkboxes of the matching transactions, then verify if the total amount is the same as they downloaded transaction.
- (Optional) If the amounts are different, you can locate additional matched transactions, or toggle Resolve | Difference. This will open the Add resolving transactions field to add the Category, Amount, and Payee(Optional) of a resolving transaction until the difference is zero. You can also use Add new transaction to add multiple resolving transactions if necessary.
- Select Save.
If you can't still find the transaction, make sure that the transactions hasn't been reconciled, was entered using the same bank account and wasn't matched to another downloaded transaction.
For additional reference, you can check this article: Add and match downloaded banking transactions.
Please let me know how things go by adding a comment below and if you have any other banking concerns. It's my pleasure to help you!
