Hello there, don. There are several reasons why you might be unable to match the two transactions. I'm here to provide further details and help you troubleshoot the issue.
Suggested matches generally include transactions that are of the same amount and occur within a similar date range as the bank transaction. Here are some potential reasons why you may be experiencing this problem:
- The sales tax payment has been manually cleared in the register.
- The amount recorded in QuickBooks differs from the downloaded transaction.
- The transaction type differs.
- The matching record occurred over 90 days before, or more than 20 days after, the transaction date.
- The existing entry was recorded in a different bank account.
Please refer to this article for more details about the matching process: Confirm suggested matches for bank transactions in QuickBooks Online.
I recommend verifying if any of the mentioned issues apply to your situation. If none of these are the case, it might be a potential browser issue. To rule this out, please log into your QBO account using a private browsing window. This will provide a fresh session without any stored browser data affecting performance. Here are the shortcuts for opening a private window in different browsers:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + N
- Safari: Command + Shift + N
Then, try to match the transactions again. If it's successful, clear your browser's cache to remove specific issues and help the program run efficiently. You can also use other devices and supported browsers to ensure everything works as expected.
Additionally, ensure to reconcile your accounts to keep them accurate and up-to-date.
Please return to this thread if you have other questions about matching your transactions in QBO, don. We're here to assist you in any way we can.
