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TXFlipo
Level 1

Matching bank transactions older than 180 days

In my bank register, I 'unmatched" a received payment transaction. The transaction is older than 180 days. QBO will NOT re-match the transaction. Now the transaction shows up as needing to be "reviewed" and I have the option to "add" the transaction. I know the transaction is entered and exists in my QBO entries so I can't add it. I have searched the community for solutions and none of them have worked. It appears I may have to use the "exclude" function to keep the transaction from showing up as an unmatched transaction. It was mentioned to use the exclude option with caution so I am nervous about going that route.  I would prefer to have the ability to manually "match" the transaction just the same as you can manually 'reconcile' a transaction. How do I "re-match" the transaction so it doesn't show up as having to be reviewed? Hope this made sense. 

1 Comment 1
Kevin_C
QuickBooks Team

Matching bank transactions older than 180 days

You can use the find other matches option from the bank feeds, @TXFlipo. Let me walk you through the process below.

 

Since this transaction was previously matched to a recorded entry, I assume it was posted to the correct bank account and is not matched to another transaction. If that is the case, you can follow these steps to match your bank transaction for that specific entry:

 

  1. Go to the Transactions menu and select Bank transactions tab.
  2. Pick your bank account tile and go to the For review tab.
  3. Select the transaction and click the Match radio button.
    1f57d72a-23ac-4e0c-bd14-085a9d5d41b6.default.png
  4. Filter the dates or transactions as needed.
  5. Enable the Suggested matches toggle to see the closest possible match. Turn it off if you cannot find the transaction you are looking for.
    b9640cfa-2e35-4c54-a329-f8db2aa06173.default.png
  6. Choose Match to complete the process.
    5f98dba1-6296-4925-88f9-3019f16b9b75.default.png

 

Refer to this article for more details about the process: Match online bank transactions in QuickBooks Online.

 

Additionally, you may want to explore this insightful article to deepen your understanding of effectively managing your income and expenses, as well as identifying potential discrepancies: Learn the reconcile workflow in QuickBooks.

 

Feel free to reply if you require further assistance with matching your bank transactions in QuickBooks. The Community team is always here to help. Have a great day!

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