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J
Jeff Austin
April 6, 2022
Question

QB Desktop not clearing matched transactions

  • April 6, 2022
  • 1 reply
  • 2 views

Every morning I download from the bank cleared checks to match against my QB check register.  There are hundreds of cleared checks and most match without an issue.  Lately a small number (between 5-20) daily dont match.  When I go to find them in the register they are recent (within the last 30 days) and they have the lightning bolt next to them showing me QB found them but for some reason didnt clear them.  So the only way I can remove them is to remove the lightning bolt and "manually" match them.  QB accepts them without an issue after that.

Its quite annoying to have to manually match some checks everyday when QB has already found and matched them they it hasn't been removed from the queue.  Any thoughts as to why?  Its not the check number or amount not matching and its not because they are old because I know QB has some lookback period.

1 reply

C
Candice14
Level 8
April 6, 2022

Good morning, @Jeff Austin. 

 

It's great to see you back in the Community. Let's work together to get this problem handled. 

 

Before digging further, I suggest trying some troubleshooting steps to help resolve this problem. Here are two actions: 

 

 

If none of these actions work, then please come back so we can take a further look at the situation. This will assist in determining what solution is best for your business. I'll be waiting for your response! 

J
Jeff AustinAuthor
April 8, 2022

This seems to work one day in.  I will know for sure after a few days.  On another note, do you know the look back time period that QB uses when trying to match transactions?  For example if a check clears the bank today that was written 180 days ago it doesnt match it.  So where is the point it doesnt look back to?

C
Candice14
Level 8
April 8, 2022

Hey there again, @Jeff Austin.

 

Thanks for reaching back out and asking more questions. I can share some insight into the back time period. 

 

At the very least, your minimum time frame should match your last 90 days worth of transactions. However, the back time period solely depends on your bank. I recommend checking in your bank to be sure. 

 

For more details, check out this guide: Download Bank Feed transactions in QuickBooks Desktop. 

 

I hope this answers your question. I'm only a post away if you need me again. Have a great rest of your day! 

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