Bank Transactions page no longer shows the date of a potential matching transaction?

DavidDean · ‎July 01, 2024

Until recently, the Bank Transactions page would show the date of a potential matching transaction, so you'd know if you were about to match it to the correct transaction. The new page does not show the date, you need to expand it every time to see the transaction date. That's a lot of extra clicking. Was the date moved intentionally? Is there some option that will let me display the date without expanding each transaction?

Clark_B · ‎July 01, 2024

Thank you for the screenshot, David.

Allow me to chime in and provide clarifications so your bank transactions page will show the date of potential matching transactions in QuickBooks Online (QBO).

To begin with, the view or interface you're currently having is Business view, which doesn't have the option to display the date of Category or Match. To resolve this, you can simply switch back to Accountant view.

Here's how:

At the upper right corner, select the Gear Icon.
Under all the Options or besides the Video Tutorials, select the Switch from Business view to Accountant View.

You can also refer to the screenshot provided below for visual guidance:

If the issue persists, sign in to QuickBooks using an incognito or private browser, or try other browser troubleshooting options.

I'll also add this article to guide you in reconciling your accounts so they always match your bank and credit card statements: Reconcile an account

If you have any concerns about the Category or Match column, please tag me in the comment section, David. I'll assist you in any way possible.

View solution in original post

ZackE · ‎July 01, 2024

Thanks for getting in touch with the Community, DavidDean.

I've checked in our QuickBooks Test Drive account and can confirm when one match is found for a transaction, its date, along with other data, is displayed in your CATEGORY OR MATCH column.

Here's an image showing the column and matching data in it:

When more than one potential match is found for a transaction, QuickBooks will display a message in your CATEGORY OR MATCH column saying how many matches were found.

You can expand these transactions with multiple matches to view more details about each match.

If your CATEGORY OR MATCH column isn't displaying match data for transactions that have one matching record, initially make sure the column is expanded to show all of its data.

If it continues not displaying your column properly, you can try clearing cached data and Intuit-specific cookies. Sometimes these temporary files can cause display issues with certain webpages. In the event it continues, I'd recommend confirming you meet each of our system requirements.

I've also included a detailed resource about matching transactions which may come in handy moving forward: Match online bank transactions

Please don't hesitate to send a reply if there's any additional questions. Have an awesome Monday!

DavidDean · ‎July 01, 2024

That is what my Transactions screen looked like until recently. It seems that an update has been rolled out. The old "Category or Match" column that you see has been replaced by "ASSIGN TO" which shows the name and amount of the potential match, but not the date. There is also a little 'atom' symbol. Can you see this new version?

Tori B · ‎July 01, 2024

Thanks for checking back with us, @DavidDean.

I pulled up both of my test accounts and couldn't see the new update either. However, I do see the atom button you mentioned. The atom button is the new Automate AI option. This provides suggestions that can save you time by accurately automating bookkeeping.

You can customize your columns by clicking on the small gear icon in the top right corner of the listed transactions.

If you don't wish to customize the columns, you may try a different browser or incognito mode to see if the columns will revert back.

That should do the trick. Please let me know if there is anything else I can assist you with. Take care and have a great day ahead!

DavidDean · ‎July 01, 2024

Here is how my page looks. Are you not aware of this version? Can I revert back to the version you are seeing?

Clark_B · ‎July 01, 2024

Thank you for the screenshot, David.

Allow me to chime in and provide clarifications so your bank transactions page will show the date of potential matching transactions in QuickBooks Online (QBO).

To begin with, the view or interface you're currently having is Business view, which doesn't have the option to display the date of Category or Match. To resolve this, you can simply switch back to Accountant view.

Here's how:

At the upper right corner, select the Gear Icon.
Under all the Options or besides the Video Tutorials, select the Switch from Business view to Accountant View.

You can also refer to the screenshot provided below for visual guidance:

If the issue persists, sign in to QuickBooks using an incognito or private browser, or try other browser troubleshooting options.

I'll also add this article to guide you in reconciling your accounts so they always match your bank and credit card statements: Reconcile an account

If you have any concerns about the Category or Match column, please tag me in the comment section, David. I'll assist you in any way possible.

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Bank Transactions page no longer shows the date of a potential matching transaction?