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tahquitzdr
Level 1

"I now get "Confirm" instead of "Match" but QBOL won't accept the "Confirm"" ?

 
6 Comments 6
ZackE
QuickBooks Team

"I now get "Confirm" instead of "Match" but QBOL won't accept the "Confirm"" ?

Welcome to the Community, tahquitzdr.
 

I took a look in our test drive account and am able to see options titled Match on the Banking tab.
 

For records with one matching transaction, you'll see a Match link in your ACTION column.


Entries with more than one located match can be clicked to expand your matching options. Once they're expanded, you'll be able to choose a transaction to match them with. You'll also see a green Match button.


Transactions that don't have any matches already found can still be matched by expanding them, then selecting Find match. This displays a Match transactions screen, where you'll be able to select records to match them with. Be sure to hit Save when you're finished matching.


I'm not seeing that our Match options were replaced with a Confirm option. If you wouldn't mind sharing a screenshot, that'd definitely be helpful for me to better understand what you're seeing.
 

I've included a helpful resource about matching records that may come in handy moving forward: Categorize & match bank transactions
 

Please feel more than welcome in sending a reply if there's any additional details or questions for me. I'll be here to help. Have a wonderful day!

J55H
Level 1

"I now get "Confirm" instead of "Match" but QBOL won't accept the "Confirm"" ?

This happens to me too.

The matching transaction is found. 

The options are 'Find Other matches" and 'Confirm'.


Confirm will create a second transaction.

There is no 'Match' option I can see.

J55H
Level 1

"I now get "Confirm" instead of "Match" but QBOL won't accept the "Confirm"" ?

The same problem happens for me.

 

'Confirm' but no 'match'.

 

J55H
Level 1

"I now get "Confirm" instead of "Match" but QBOL won't accept the "Confirm"" ?

Test. Not working.

Test

Tori B
QuickBooks Team

"I now get "Confirm" instead of "Match" but QBOL won't accept the "Confirm"" ?

Hey there, @J55H.

 

Thank you for taking the time to review the steps provided by my colleague above. 

 

Since you're still having issues, I recommend contacting our technical support team. Our tech support has the tools available to review your account in a secure environment and will investigate this issue of its odd behavior. I've included the steps to contact support below. 

 

  1. Sign in to your QuickBooks Online company.
  2. Hit Help (?) at the top right.
  3. Enter your concern, then tap Let's talk.
  4. Click on Contact Us to connect with a live support agent.
  5. Choose a way to connect with us (Callback, Chat, Etc.).

Please let me know if you have further questions or concerns. You can always reach out to the Community any time you need a helping hand. Take care and enjoy the rest of your week! 

rick-belonick
Level 1

"I now get "Confirm" instead of "Match" but QBOL won't accept the "Confirm"" ?

Switch over to "Accountant View",

Go to the settings sprocket;

at the very bottom right corner, in blue, it will give you the option to switch back and forth between "accountant view" and "business view".

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