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I wouldnt mind if I could just add an already uploaded receipt to a bank transaction awaiting being added i.e. if you try and add an attachment it sends you off looking on your computer/device with no option just to add from receipts you have already uploaded. Annoying!
I'm also having the same issue. It seems to me that the problem is my bank statements/online account are recording my transactions the next day, and the dates in my bank account don't match the dates on the receipts. They're off by about one day for each expense. The issue is that because the dates are different, the software isn't recognizing the expense created when I snapped my receipt as the same expense in my bank account because the dates are different. Therefore, I have a duplicate entry for almost every entry. So far, It seems I have to go through each line item individually and enter the information manually, which is very tedious. is there a way to manfully match up the transactions? When I try to match them manually, the find a match option won't display any transactions unless it deems them a match, which means I'm not able to select the transaction I wish to link to my expense. What do I do?
Thanks for joining the thread, @Jason0789.
I'm here to ensure you're able to match transactions in QuickBooks Online (QBO).
Here are a few factors why the program didn't auto-recognize any possible matches to your downloaded transaction although you've already used the Find Match tool:
When matching transactions, we can check the filtered date are correct.
The data we receive depends on what the linked bank account sends us. You can easily remove duplicate bank entries in QuickBooks Online. If they are already added the transaction in the register, you can undo it to start from scratch. Here's how:
You will need to review the entries one-by-one and then exclude them manually. Here's how:
In case you want to edit the added transaction, you can unmatch it from the Categorized tab. The system will move it back to the For Review tab so you can properly categorize the entry.
Once everything is fine and you're ready to reconcile your account to ensure the balance matches your real-life bank statement, check this article for more details: Learn the reconciliation workflow in QuickBooks.
Please post again here If you have other concerns about matching transactions in QBO. I'm just around the corner and ready to help. Have a good day.
Hi Deb,
I appreciate the response. I was able to fix it myself with a different solution. I went back and performed the undo action on my expenses I had created when snapping my receipts. Then all of my receipts went back to the for review section. When I went to review them, they had auto matched at that point. It seems to me that if you snap the receipt and then create an expense based off of the receipt, it prevents the receipt from matching to your bank statements when your bank clears the transaction the next day because QBO wants to auto create a separate expense for the bank transaction and there is already an expense there, so it won't create a duplicate. The solution going forward for me is to snap receipts using the app, but then to not create an expense after snapping them. This will leave them in review and the following day after my bank clears the transaction, I can go in and match them up. It's not necessarily a fault of the QBO software, but for new users, the instant pop up offer to create an expense after snapping a receipt with the app can be confusing because it seems like that is what you should be doing. Instead you should wait to match it to your bank account and then create the expense afterwards if you have the banking matching set up on your account. I could be wrong but that's the way it seems to be working for me.
Jason
You keep posting the same response but the reality is that the system is bugged. My accountant prefers to use Dext to match receipts but why should I pay for another service because Intuit refuses to make a simple adjustment so that users can just see all unmatched receipts instead of just showing the receipts that the AI determines are "likely matches".
For those of you that are struggling with this issue as well - the easiest fix is to simply add the receipt as an attachment to the banking transaction until Intuit finally decides that this is a bug worth fixing.
This does my head in. I don't understand why it isn't as easy as matching the invoice to the bank transaction! My bank transaction has a different date than the date the system is reading from the expense. It also has a description auto-generated by the bank that I don't know when I add the expense. If the system just looked for the amount and allowed a manual match from there it would be fine.
At this stage expenses creates way more work than it is worth, and a manual process is quicker than "quickbooks"!
Hi, @LGee1.
I understand where you're coming from. Let me be your best help.
But before anything else, I'd like to know if there's an error message while you're trying to match your invoices. This will help us a lot in looking for the exact resolution.
In the meantime, we can manually match the transactions in the Find match section. If nothing appears, we can exclude the transaction, so it will not affect the book balance. Here's how:
The transaction move to the Excluded tab of the Banking page. Feel free to read this article for more info: Exclude a bank transaction you downloaded into QuickBooks Online.
Moreover, I'll add these articles to help you manage your bank transactions:
If you have additional questions, don't hesitate to route back here. We'll be willing to assist you with all our strengths. Keep safe, and have a good day.
There is no error message, simply no matches are found. Even when I have manually changed the dates to match. I suspect it is reading the description and deciding that even if the amounts and the dates are the same it cannot be a match.
I understand how to delete the bank transaction, or add the receipt manually to the bank transaction, but that defeats the purpose of an automated system.
There are many others who have had this issue over several years and I cannot understand why it hasn't been fixed.
Thanks for getting back to us, LGee1.
I understand you're having fundamental issues when matching receipts with transaction in QuickBooks Online. If you're still unable to match your receipts even after changing the transaction date, I would recommend reaching out to our Customer Care Team. That way, one of support agent can further check the unexpected behavior encountered and raise an escalation if needed.
Here's how to contact support:
Please let me know if you have any additional questions. I'm always willing to assist.
I've spent hours today with the same issue. At this rate, QBO should be paying us instead of us paying them. THIS IS ABSURD!!!
Replying to bring more attention to this problem. It seems like an easy fix. I don't understand why it's not already done away with?
Hello there, Misty27.
I can see how vital it is to fix unexpected QuickBooks behaviors, such as resolving matching entries. I've got additional details on how categorizing transactions works in the program and route you to the right support team to assist you further on this matter.
QuickBooks will automatically match your downloaded transactions once it detects entries with similar amounts and details that are manually entered into the program. However, as indicated in this thread, QuickBooks may not identify a match due to many factors such as:
To fix this, I recommend utilizing the Find Match tool and turning on Suggested Matches to view different transactions or options that might match.
Here's how:
Then, I suggest contacting our QuickBooks Online Support Team once the issue continues to occur. They're the best support group for such inquiries as they can request account information. This allows them to investigate why matching data on your end isn't working and resolve it as soon as possible.
In case you need steps on how you can reconcile your accounts to avoid discrepancies, you can read this article: Reconcile an account in QuickBooks Online.
If you need further clarification, assistance with categorizing your data, or additional insights, please feel free to add a comment below, Misty27. I'm always here to assist you further. Take care.
Still an issue here as well. Even the search function to manually match is difficult to use.
Greetings, opia. I'll be more than happy to assist you with any questions or concerns you might have.
Beforehand, may I know if you encountered an error while using the search functionality? Also, could you elaborate on the difficulties you've experienced using the feature?
This way, I'll be able to assist and provide you with accurate resolutions.
I'll wait for your response. Take care!
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