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apolski
Level 2

Problems matching transactions between accounts AFTER adding missing transactions

Due to an unforseen glitch, plenty of credit card transactions were discovered to be missing after already categorizing my payments to my credit card from my chequing account(s). Recording them as payments counts it as a double transfer.

 

The only solution I've found is manually undoing credit card payments from my chequing accounts and then the match will appear.

 

I can't find a category from my charter of accounts that consolidates all my credit card payments either. There are hundreds of payments made over the couple years, its very tedious. Help!

3 Comments 3
jamespaul
Moderator

Problems matching transactions between accounts AFTER adding missing transactions

Hello, apolski. 

 

Before we do anything else, I'd like to check on the accounts associated with the payments. 

 

Regarding the accounts for the categorized payments, were you able to find the corresponding accounts on the Categorized page under the Added or Matched column? I'd also like to know what account these transactions are under so I can help you find those missing transactions. 

 

If possible, can you also provide a sample screenshot of the categorized payments? This way, I can look deeper into the issue and lay down the next steps. 

 

Looking forward to your reply. 

apolski
Level 2

Problems matching transactions between accounts AFTER adding missing transactions

Thanks for the reply. I had manually categorized all the payments made to my credit card from my chequing accounts; and I am able to find these transactions under categorized. However, these are not matching to the transactions that deduct the balance on my credit card. I am thinking I can just delete all the transactions showing payment made to my credit card since they're already recorded?

 

If I uncategorize the payments made to my cc from chequing, it will match them accordingly.

Tori B
QuickBooks Team

Problems matching transactions between accounts AFTER adding missing transactions

Hi there, @apolski

 

Thanks for taking the time to follow up with us. 

 

I noticed you're using the term "chequing" throughout your reply. That said, would you mind clarifying what region you're in? If you're in another region aside from the US, this can cause any of the steps and actions we provide to not work right for you.  

 

However, if you're in the US region, I recommend contacting our Support Team. This way, an agent can review your account in a secure environment and use their tools to screen share with you. By doing so, the agent can investigate this matter further to see what's causing the transactions not to match. You can use the link I've included below to connect with an agent. 

 

 

Please let me know if you have any questions or concerns. Take care, and have a wonderful day ahead! 

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