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It seems receipts aren't matching due to the date being different. The amounts match, but because date of purchase and date posted don't match, it doesn't find it.

 
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QuickBooks Team

It seems receipts aren't matching due to the date being different. The amounts match, but because date of purchase and date posted don't match, it doesn't find it.

Hello, @dancoker70.

 

I hope all is well. You can edit your transaction dates to match the date of purchase dates on your receipts. This will allow the bank transactions to match your receipt dates. The steps below will show you how:

 

  1. Go to your Accounting tab and select Chart of Accounts. 
  2. Find the account with the transactions from your receipts and press View Register.

 

       3. Choose a transaction to edit and click on it.

       4. On the left-hand side, change the date of the transaction to the date of purchase on the receipt.

       5. Hit Save.

 

Now in your Banking tab, the transaction will ask you if you want to match it with the receipt. Click the Match button, and your transaction and receipt will match together now that they have the same date. You may also want to check out this article about fixing mismatched or miscategorized transactions helpful too.

 

Please don't hesitate to touch base with me here if you need any additional assistance. I look forward to hearing from you again.

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