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accounting328
Level 3

If I download credit card transaction from the bank, QBO no longer finds matches? When I try to enter them from the Transaction review screen it make a reverse entry

The lastest "upgrade" has made it impossible to match credit card transactions with download. When I try to enter from the review screen it posts as a credit instead of a charge. When will this be fixed.
2 Comments 2
JasroV
QuickBooks Team

If I download credit card transaction from the bank, QBO no longer finds matches? When I try to enter them from the Transaction review screen it make a reverse entry

I appreciate you for sharing the details of your issue with us, @accounting328.

 

I can share with you some insights on how we can get around this issue and match your bank transactions seamlessly.

 

Let’s rule out a possibility of a browser cache issue. Browsers use cache to swiftly load web pages faster. When piled up, this causes issues that affect the views and performance of your account. To verify this, I recommend accessing your QuickBooks Online (QBO) account via a private window (incognito).

 

A private window doesn’t save any cache file and it is best in identifying browser issues. To start, you can use these keyboard shortcuts:

 

  • Press keys: Ctrl + Shift + N (Google Chrome browser)
  • Press keys: Ctrl + Shift + P (Mozilla Firefox & Mircosoft Edge browser)
  • Press keys: Command + Shift + N (Safari browser)

 

If you’re able to match your bank transactions with ease, I recommend clearing your regular browser's cache. If the issue persists, I recommend using other supported browsers. This way, we can verify if this is a browser-integrated issue.

 

If this is not the case, I recommend reaching out to our Support team. They have the tools to look into your account and investigate the reason why it doesn’t find any matches and for the reverse entry.

 

Once everything is all in place, you’ll want to check this link for reference in reconciling your accounts efficiently in the future.

 

Let me know if you need further assistance matching your transactions and reconciling your accounts. I’m always around ready to back you up. Keep safe! 

accounting328
Level 3

If I download credit card transaction from the bank, QBO no longer finds matches? When I try to enter them from the Transaction review screen it make a reverse entry

This is a programming issue.  They're working on it ......

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