cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

Qbooks glitch in matching and adding Banking transactions with American Express

I cannot close out my financials for last month, since there is a glitch in Quickbooks which is allowing the "match" or "add" function with all of our American Express transactions. Quickbooks has

3 Comments
QuickBooks Team

Qbooks glitch in matching and adding Banking transactions with American Express

Hello, mdstaz.

 

It looks like your question was cut off. Though, I'm still willing to help you out with the American Express bank transactions. 

 

Are the American Express transactions automatically matched or added to your books? If so, you'll want to undo them to bring them back to the For review tab. 

 

Here's how: 

 

  1. Go to the Banking page.
  2. Click the Categorized tab.
  3. Look for the transactions, then click Undo

 

You can also select them in batch then, click the Undo button. 

 

amex1.PNG

The bank rules can cause QuickBooks to automatically add or match those transactions. The next thing to do is to edit or change the bank rules (if necessary). 

 

In the Banking page, click the Rules tab. Then, review or edit the rules set for the transactions. 

 

amex2.PNG

 

If you need help editing your bank rules, you can check this article: Setup bank rules to categorize online banking transactions in QuickBooks Online.

 

However if that's not the case, are the transactions simply matched to a different record in QuickBooks? The system will scan for potential matches in the For review tab. It will depend on certain parameters such as the date and the amount. 

 

If the system suggests an incorrect match, you'll simply want to review and match those transactions manually. Here's how: 

 

  1. In the For review tab, find and select the transactions.
  2. Click the Find match button.
  3. Select the correct record in QuickBooks.
  4. Hit Save

 

amex3.PNG

 

You can find out more about adding or matching transactions in this article: Categorize and match online bank transactions in QuickBooks Online.

 

Ready to close your last month's financials after fixing the transactions? You can check this article if you're ready to reconcile your bank: Reconcile an account in QuickBooks Online.

 

I'm ready to help out again if you have more concerns regarding the Online Banking feature. I can also assist you with any other concerns you might have for QuickBooks Online. 

Level 1

Qbooks glitch in matching and adding Banking transactions with American Express

I don't think anyone is actually reading my post. IT IS A QUICKBOOKS GLITCH THAT THEY ARE TRYING TO WORK OUT. It is not something that I can do a work-around on. The real question is: WHEN IS QUICKBOOKS GOING TO PUT THE RESOURCES TO FIXING THE PROBLEM???

Moderator

Qbooks glitch in matching and adding Banking transactions with American Express

I appreciate you for getting back to us, mdstaz.

 

At this time, I'd recommend reaching out to our Phone Support team to have your QuickBooks Online account checked. Our phone agents can also investigate what causes your banking page to glitch.

 

Let me guide you how:

 

  1. Click the ? Help icon.
  2. Go to the Assistant tab.
  3. Select Talk to a human.
  4. Enter a brief description of your concerns.
  5. Select I still need a human.
  6. Click Get help from a human.

 

You can also save these links for future references about banking:

 

 

I'll be around if there's anything that I can help. Keep safe!

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us