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Steve6515
Level 1

QBO does not automatically match downloaded transactions from my bank anymore. How can this feature be re-enabled or fixed? Thank you.

When in the banking screen QBO used to identify matched transactions, and ask for a confirmation, but it has stopped doing that. If I manually search it finds the transaction to match but I have many to match and the auto feature was very useful. Any help or guidance to re-enable this feature would be appreciated. Thank you.  ps I am not looking to have the transactions added automatically without a confirmation from me, just the auto match.

14 Comments 14
Tori B
QuickBooks Team

QBO does not automatically match downloaded transactions from my bank anymore. How can this feature be re-enabled or fixed? Thank you.

Good morning, @Steve6515.

 

Thanks for reaching out to the Community for support. I hope you're enjoying your day so far. 

 

When matching transactions in QuickBooks Online, there's no feature to auto-match them. You'll need to manually match them using the Find match option for now. However, on the other hand, you can set up a new bank rule. When you set up a new bank rule, you no longer need to look for a match on your bank feed transactions manually. QuickBooks Online will scan your downloaded bank transactions and compare them to your recorded transactions. 

 

For example, if you have an invoice for a specific customer and their payment is already there on your bank feed, the system will detect that the invoice in question is a possible match for the payment. Once it detects the match it will be highlighted with a message stating 1 record found. Of course, the number of records found can change if it detects more. The more QuickBooks uses your bank rules, the better it gets at categorizing. After a while, it can even scan transactions and add details like payees. I've included the steps to set up bank rules below. 

 

  1. From the Banking menu, choose Rules
  2. In the upper-right corner, click on New Rule
  3. Fill in the required fields of the form. 
  4. At the bottom, ensure that Automatically confirm transactions this rule applies to is turned on. 

 

That's all there is to it. Check out Setup bank rules to categorize online banking transactions in QuickBooks Online to see more details about bank rules. 

 

Please do let me know if you have any questions about this process. It's my goal to make your use of QuickBooks as easy as possible. As always, you can reach out to the Community or me at any time. Take care! 

 

Steve6515
Level 1

QBO does not automatically match downloaded transactions from my bank anymore. How can this feature be re-enabled or fixed? Thank you.

Thank you  for the response Tori,

Very much appreciated.  Let me work through this and if there are any more questions I will reach out for sure.

Thanks again!.

jlk2021
Level 2

QBO does not automatically match downloaded transactions from my bank anymore. How can this feature be re-enabled or fixed? Thank you.

I am having this exact same issue, but with the Desktop version of Quickbooks for Mac 2021.  In all previous versions, once I downloaded and opened a .qbo file, the transactions would automatically match themselves.  On this version, it doesn't recognize any transactions and I have to manually highlight my QB transaction, then highlight the downloaded transaction of the same amount and then hit Match.  The process is extremely laborious. Is there a way around this in the Desktop version?

Candice C
QuickBooks Team

QBO does not automatically match downloaded transactions from my bank anymore. How can this feature be re-enabled or fixed? Thank you.

Hey there, @jlk2021

 

Thanks for chiming in on this thread and letting us know that you're having the same issue but in QuickBooks Desktop for Mac 2021. 

 

QuickBooks tries to match transactions you download with similar entries in your register. To make a match, the check number, amount, date, and payee name must be similar with the transaction in QuickBooks. If you can’t make a match, the transaction might be new, reconciled, or the info doesn’t match. 

 

If this doesn't answer your question, can you please provide me with some additional information or screenshots of the unmatched transactions? This will allow me to see why this may be happening to you and your business. 

 

For future reference, cruise on over to this guide: Add and match transactions in QuickBooks Desktop for Mac

 

I'll be here if you have follow-up concerns about this or should you need anything else. Have a wonderful day ahead!

jlk2021
Level 2

QBO does not automatically match downloaded transactions from my bank anymore. How can this feature be re-enabled or fixed? Thank you.

Thanks, Candice!  Is there something different on this version of QB than prior versions?  My payees in QB are labeled slightly differently than my payees in my online banking, but that has never made a difference in prior versions.  I know that I can create naming rules, but to do this for each one of my vendors would be extremely tedious.  I'm unsure why previous versions of QB knew to match the transactions, but this one does not.  Feels like I'm missing something.

LeizylM
QuickBooks Team

QBO does not automatically match downloaded transactions from my bank anymore. How can this feature be re-enabled or fixed? Thank you.

Hi, jlk2021. 

 

Welcome to QBCommunity. I'm here to help you check why your bank transactions won't auto-match.

 

If QuickBooks can't find a match to a downloaded transaction, the program will create register transactions using renaming rules. This lets you review the matches before you can add them to the register.

 

To make a match, the check number, amount, date, and payee name must be similar to the transaction in QuickBooks. If you can’t make a match, the transaction might be new, reconciled, or the info doesn’t match.

 

You can edit the name of the vendor or what label was changed in QuickBooks to match it from your bank. 

 

To fix this problem, please check out this article for the troubleshooting steps:  Add and match downloaded transactions in QuickBooks Desktop for Mac.

 

Don't hesitate to tag my name in the comment section below if you have other concerns in matching your transactions in QuickBooks. I'm always ready to help.

jlk2021
Level 2

QBO does not automatically match downloaded transactions from my bank anymore. How can this feature be re-enabled or fixed? Thank you.

Hi LeizyIM -  thanks for the link, but it's the same link shared in the prior comment.  The issue is that the transactions are not matching automatically.  I am able to match them manually, but that requires highlighting the individual transactions in the two separate windows and then clicking "match" each time.  Are you saying that QB is not matching the transactions automatically because the payee names are not identical?  Again, this has never been an issue before.  It isn't even recognizing deposits as matchable transactions and that information is identical in QB and in my banking.

Jen_D
Moderator

QBO does not automatically match downloaded transactions from my bank anymore. How can this feature be re-enabled or fixed? Thank you.

It's nice to see you here today, @jlk2021,

 

When you connect your bank for online banking, the system tries to match them with transactions you've already entered into QuickBooks. We use the DateDescriptionPayee, and amount spent or received to get the entries automatically matched.

 

If there are elements that will not trigger the auto-match option, the system will let you do it manually. This is the method you've been trying to do.

 

However, since you mentioned that this has worked before and for some reason it's not doing it now, I recommend contacting our QuickBooks Mac Support. Our representatives can help check on this and if possible get this reported to our engineers.

 

To contact our support, click this link to initiate a live session: QuickBooks Desktop for Mac chat

 

Let me know how it goes. I want to keep track of this banking topic and make sure it gets taken care of. I'm also here if you ever need further help with any other things in QuickBooks. Have a good one!

jlk2021
Level 2

QBO does not automatically match downloaded transactions from my bank anymore. How can this feature be re-enabled or fixed? Thank you.

Thanks, Jen_D -  just got off of a two hour chat session where I shared my screen with the help desk.  After around 115 minutes, I was told my QB file "must have data damage" and then hung up on at the 120 minute mark.  When I have another two hours to spare, maybe I'll log in again to find out what "data damage" means and how it might occur.  I remain frustrated, to say the least.  Is there phone support with screen sharing available?  There seems to be a lag on the chat function with was equally frustrating both the help desk person and myself.

Tori B
QuickBooks Team

QBO does not automatically match downloaded transactions from my bank anymore. How can this feature be re-enabled or fixed? Thank you.

Hey there, @jlk2021.

 

Thanks for following up with us and letting us know what chat support informed you of. 

 

Please know that getting you back to business is our top priority. Data damage can be found in your company file after a period of time. Data damage means your company file can't be read correctly by QuickBooks. This can be caused by both internal or external factors. The majority of data damage issues can be repaired within QuickBooks by running our Rebuild and Verify utilities. Your matching feature can be affected because of data damage, causing it to not work correctly. I've included the steps to run the utilities below. 

 

To Rebuild: 

 

  1. Open the File menu, then select Utilities.
  2. Click on Rebuild Data, then hit OK to close all windows.
  3. QuickBooks will ask to make a backup before rebuilding your company file, select OK. If you don’t want to do a backup, tap Cancel to continue rebuilding your company file.
  4. Once the rebuild is complete, click OK.

To Verify:

 

  1. Open the File menu again, then choose Utilities.
  2. Select Verify Data, then click OK to close all windows.

 

That's all there is to it. Once you've completed these steps, go ahead and try your matching feature again. 

 

Additionally, our QuickBooks for Mac Support Team is only available via chat. However, please know that you can reach back here at any time. 

 

Take care and have a wonderful weekend. 

 

 

CarolineEddy
Level 2

QBO does not automatically match downloaded transactions from my bank anymore. How can this feature be re-enabled or fixed? Thank you.

I also have this same exact issue and I have not found the solution.  I hope we find it!

CarolineEddy
Level 2

QBO does not automatically match downloaded transactions from my bank anymore. How can this feature be re-enabled or fixed? Thank you.

This did not help with the issue above.  My transactions automatically matched most of my downloaded transactions until about a month ago.  I know how to match them manually (like your article suggests) but I need to have them automatically match as they always have in the past.  I am using QB Desktop.  Do you have any answers for this issue?  Thank you !!!

Caroline

jamespaul
QuickBooks Team

QBO does not automatically match downloaded transactions from my bank anymore. How can this feature be re-enabled or fixed? Thank you.

Hello, Caroline. 

 

I appreciate your initiative to follow the suggested steps by my colleagues. I do have a couple of solutions you can do to fix the automatic matching process in the Bank Feeds. 

 

Your rules might be affecting how the transactions are automatically matched on the Transactions list page. In this case, you'll want to delete and recreate them to fix any corrupted rules list. Here's how: 

 

  1. Go to Banking, then hover on Bank Feeds.
  2. Select Bank Feeds Center.
  3. Click the Rules button at the top of the window page. 
  4. Check your rules and take note of the details.
  5. Go back to the rules list, and click the drop-down menu under ACTION.
  6. Select Delete Rule

 

Recreate the rules and check your Transactions List page for the automatic matching process. 

 

Another way to fix the automatic matching issue is to use the Tool Hub utility. You can download the latest version and follow the steps to run it: Fix common problems and errors with the QuickBooks Desktop Tool Hub

 

After fixing the automatic matching issues, do you need help with your bank reconciliation? This article can guide you with the process: Reconcile an account in QuickBooks Desktop.

 

If you have any other questions with QuickBooks Desktop's Bank Feeds feature or any processes in the program, please let me know. I'll get back to you to help you out. 

CarolineEddy
Level 2

QBO does not automatically match downloaded transactions from my bank anymore. How can this feature be re-enabled or fixed? Thank you.

Did you ever get this issue resolved?  I have the same issue and I can not seem to find the solution.  Thanks. Caroline

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