We can check a few criteria's to find out why these transactions won't match, zion_roth.
Here are the 4 common things that prevent QBO from matching the transactions:
- Transaction has been reconciled
- Transaction was entered using a different bank account
- Transaction has been previously matched to another download transaction
- A deposit or payment received is on the Bank Deposit page
If you've verified the criteria's above and still can't find a match, you can Exclude the transaction instead. This moves the transactions out of the For Review section. Here's an article for the detailed steps: How to exclude expenses from downloaded bank transactions.
I'll be around if you need anything else. Thanks for dropping by.
