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Dee Hollywood
Level 1

I added/approved auto-matched transactions but they are not showing up in my checking register

I imported transactions from my checking account via a qbo file. A large number of the transactions were tagged as auto-matched. This has not happened before with a lot these transactions. I was not able to change them. Instead I added/approved them thinking they would show up in my written checks and I could correct accounts, add class etc. The transactions do not show up in my register nor do they show up in my written checks. Where did they go? I attempted to import the qbo file again and none of these prior auto-matched transactions show up in the imported transaction list. Where can I find these transactions so I can tagged to the right accounts, class, etc.?

21 Comments 21
SarahannC
Moderator

I added/approved auto-matched transactions but they are not showing up in my checking register

Glad to have you here, Dee Hollywood.

 

I appreciate you for sharing enough information about your concern.

 

 It could be that a different bank was connected, that is why the transactions are not there. Another possible reason could be that they are in a different account. 

 

We can go to the  Bank Register to double-check if the correct account is being connected so we can bring its transactions. See the steps below:

 

  1. Go to Banking from the main menu.
  2. Under Bank Feeds, select Bank Feed Center.
  3. Make sure the correct account is the one that is highlighted under Bank Accounts.

 

Also, we can use the Find button to review the checks in your book. These steps will guide you on how to do it:

 

  1. Go to Edit and select Find
  2. Select Checks under Transaction Type and enter the name of the payee as well. 
  3. Click Find
  4. Highlight the check and click the Go To button to view the details. Then, change the account to the correct one. Then, Save and Close to complete the process.

 

Please let me know on how things go. I'm always here to assist you. Take care!

Dee Hollywood
Level 1

I added/approved auto-matched transactions but they are not showing up in my checking register

Hi SarahannC,

Thank you for your response. I followed your instructions exactly as stated, but the transactions are nowhere to be found. This has never happened before. Any other suggestions?

 

Regards,

Daren

Mark_R
QuickBooks Team

I added/approved auto-matched transactions but they are not showing up in my checking register

Thanks for getting back to us and following the steps provided by my peer above, @Dee Hollywood.

 

Let's first verify the added transactions by clicking the Added/Approved button from the Bank Feeds. This way, we can make sure that they've added to your bank register.

 

Here's how:

 

  1. Go to the Banking menu, then select Bank Feeds and choose Bank Feeds Center.
  2. Select the appropriate account from the list.
  3. Click the Transaction List button.
  4. In the Transactions List window, click the Added/Approved button. This will route you to your bank register and verify the transactions from there.

If you can't still find the added transactions, let's run the Audit Trail report to check them.

 

  1. Go to the Reports menu, then select Accountant & Taxes and choose Audit Trail.
  2. From the report find the bank account and verify the transactions from there.

If the transactions aren't showing, I recommend verifying and rebuilding your QuickBooks data to fix some data issues within your company file. For more guidance, feel free to check out this article: Verify and Rebuild Data in QuickBooks Desktop.

 

If the issue persists, I'd suggest contacting our Phone Support Team. This way, they can further investigate this matter and provide additional troubleshooting steps to get this fixed.

 

Please know that you can always get back to this post if you have any other questions. I'll be standing by for your response. Have a great day.

Larry Clark
Level 2

I added/approved auto-matched transactions but they are not showing up in my checking register

I ma having the exact same issue.

Mis-matched transactions can't be changed, so approved the auto-matched item and tried finding in register only to fin it is NOT there. Audit trail also DOES NOT show this action happening.

Seems like a bug or glitch.

 

Catherine_B
QuickBooks Team

I added/approved auto-matched transactions but they are not showing up in my checking register

Hello there, Larry.

 

I've checked for similar reported issues in our system and didn't find any. Let's ensure that the affected bank account and the bank register you opened is the correct one. Also, the Verify and Rebuild Data utility can isolate data issues within a company file.

 

If you haven't done the Verify Rebuild troubleshooting steps, I'll show you how:

  1. Open your QuickBooks Company file. 
  2. From the File menu, select Utilities.
  3. Click Verify Data.
  4. If the system indicates that your data has lost integrity, continue to Rebuild Data.
  5. Click the File menu again > Utlities > Rebuild Data.

You can click this article for the step-by-step guide on how to Verify and Rebuild Data in QuickBooks Desktop.

 

If the same thing happens, I'd recommend getting in touch with us as suggested by my colleague. To ensure that we accommodate your concerns immediately, check out our support hours

 

Keep us posted on how this works. My colleagues and I are here to help. You take care and stay safe always!

Larry Clark
Level 2

I added/approved auto-matched transactions but they are not showing up in my checking register

I've done all that before even posting this this thread. In researching this issue I've found all those things and already done that.

verify found no issues. I rebuilt anyway.

Still didn't fix it.

I found this thread and hoped to get some help but it looks like it's still unresolved.

Still no joy.

 

will be calling QB tech support tomorrow when they are open and will post here.

 

Larry Clark
Level 2

I added/approved auto-matched transactions but they are not showing up in my checking register

just feels like a glitch or bug of sorts

Locklearm
Level 3

I added/approved auto-matched transactions but they are not showing up in my checking register

Hi all

Experiencing the same issue.  This happens each month with the same payees from the Amex download. The items are NOT in the audit trail and the Verify is CLEAN.

 

Very Frustrating....

 

So we are going to try and delete the RULES for these items and see if it works going forward.

Mahas1934
Level 1

I added/approved auto-matched transactions but they are not showing up in my checking register

I have the same problem(

JoesemM
Moderator

I added/approved auto-matched transactions but they are not showing up in my checking register

Thanks for joining this thread, @Mahas1934.

 

Once the transaction is auto-matched, we're unable to track using the Audit Trail report since it only shows when you create, edit, or deleting a transaction. To isolate this, let's review your bank register again and check if the transaction is matched to another entry.

 

To review your transactions:

 

  1. Go to the Banking menu.
  2. Select Bank Feeds and select Bank Feeds Center and review the transactions in each category.

 

However, if you're still unable to see the transactions, I'd suggest contacting our Customer Support Team. A specialist can securely look up your account and further check on the root cause of this unexpected behavior.

 

Here's how:

 

  1. Open QuickBooks.
  2. Go to the Help menu.
  3. Choose QuickBooks Desktop Help.
  4. Select Contact Us.
  5. Enter your concern.
  6. Click Continue.
  7. Tap Start messaging.

 

Please take note our operating hours for chat support depend on the version of QuickBooks that you're using. For more details see this article: Support hours and types.

 

For more in-depth information about finding a match in QuickBooks, refer to these articles:

 

 

Additionally, I'd recommend pulling up a transaction or financial report to effectively monitor your money movement. Just visit the Reports menu, then select the one that provides all the information you need.

 

Keep me posted if you have any other banking questions or any QBDT related. I'm always here to help. Have a great day!

Locklearm
Level 3

I added/approved auto-matched transactions but they are not showing up in my checking register

Joseph,

 

In desktop, once you clear the transaction, it leaves the bank feeds center for good unless you know a secret on where to find these.  If you want to share something that might be helpful, tell me how to change an "Auto" entry in the bank feeds?  This might be a solution. 

 

Also, the rules do not have  names, so where is the best place to find rules and delete the ones associated with these transactions?

katherinejoyceO
QuickBooks Team

I added/approved auto-matched transactions but they are not showing up in my checking register

Thanks for coming back for more support, @Locklearm. You can manually change each transaction in the bank feeds by going to the bank register as per advice by my peer @JoesemM

 

Here' how: 

 

  1. Access the Bank Register.
  2. Search for the transaction and update it with the correct information.
  3. Save your changes.

 

Another option is to restore a backup company file and start over. This works if you have a backup copy of your company file before adding the downloaded transactions. 

 

If you're still unable to find these transactions, I'd recommend contacting our Customer Care team. You can follow the steps shared by @JoesemM above. 

 

For future reference, browse our available resources in the QuickBooks Articles hub. You'll find related topics and steps should you need one for your company's tasks.

 

Let me know if you have additional questions. We're always delighted to assist. 

 

Locklearm
Level 3

I added/approved auto-matched transactions but they are not showing up in my checking register

The transactions are NOT posting to the register. That is what this whole thread is about. The transactions come into the feed, we tell QB to add to the register and it doesn't happen. They disappear and in my case, they do not download again from the bank.

 

We are going to try and find the rule, delete it and see if this makes a difference. Will let everyone know if that works.

 

Thanks

 

mheitt
Level 1

I added/approved auto-matched transactions but they are not showing up in my checking register

I've been having the same problem...

 

I have four accounts from Bank of America set up for Bank Feeds.  Transactions from three of the four accounts go through fine and show up on my Register.  For the fourth account, all transactions display on Bank Feeds but the ones that are marked as Auto-Matched do not go through and I have to manually enter them into my Register.

 

It can't be a bank-related issue as the other three accounts work fine.  It seems to be exclusively related to Auto-Matched transactions.

 

Please help!

Rubielyn_J
QuickBooks Team

I added/approved auto-matched transactions but they are not showing up in my checking register

Thanks for the detailed information of your concern, @mheitt

 

We can create a bank rule to ensure that Auto-Matched transactions appear in your register.

 

Here's how:

  1. Go to the Banking menu.
  2. Select Bank Feeds and then choose the Bank Feeds Center.
  3. Click Rules in Bank Feeds window.

    bank.PNG

  4. In the Rules List window, click the Manage Rules drop-down then select Add New.

    bank1.PNG

  5. In Add Rules Details window, provide a Rule Name.
  6. From the Description drop-down, make a selection.
  7. In the Description field, type a word or phrase you want to use as the condition for the rule. 
  8. In the Do This section, make the appropriate selection from the drop-down and depending on your selection, enter the Payee name or the Account name.
  9. Lastly, click Save.

    bank3.PNG

 

To add transactions using renaming rules, follow the steps below: 

 

  1. Mark the box to select a transaction under Need Your Review.
  2. Assign the appropriate payee and account.
  3. From the Action drop-down, select Quick Add.
  4. In the Rule Creation window that pops up, click OK.
  5. The transaction will be marked Changed by Rules.
  6. To add them to your register, click the CHK category then from the Batch Actions drop-down, and choose Add/Approve.

 

For additional info, please refer to this article: Use renaming rules for Bank Feeds.

 

I'm also adding this link to guide you add and match Bank Feed transactions in QuickBooks Desktop.

 

Keep in touch if you have other banking concerns. I'll be happy to help you further. Have a great day ahead.

mheitt
Level 1

I added/approved auto-matched transactions but they are not showing up in my checking register

@Rubielyn_J  Thanks for your general suggestions.  Can you give me more specific guidance on what I should do in steps 5, 6, 7 and 8?

 

 

5) In Add Rules Details window, provide a Rule Name.

6) From the Description drop-down, make a selection.

7) In the Description field, type a word or phrase you want to use as the condition for the rule. 

8) In the Do This section, make the appropriate selection from the drop-down and depending on your selection, enter the Payee name or the Account name.

 

JenoP
Moderator

I added/approved auto-matched transactions but they are not showing up in my checking register

I'd be happy to jump in and quickly answer your questions about the Bank Feeds feature, mheitt.

 

Step 5 is where you need to enter a name for the new rule that you're trying to set up. Step 6 is where you set a parameter when QuickBooks will match or categorize the transaction automatically. For example, select Matches Exactly if you want the program to match or categorize a transaction based on a specific amount. 

 

Add in some notes in the Description field that describes what the rule is for. 

 

The Do This section is where to tell QuickBooks whether to rename or categorize a transaction. Use Rename if you want to change or select a specific payee. On the other hand, use Categorize if you want to automatically assign transactions to a specific account. 

 

Feel free to check out these articles just in case you need them in the future:

 

 

The Community is always here to help if you have other questions. We'll make sure they get sorted out. 

susiejo3
Level 1

I added/approved auto-matched transactions but they are not showing up in my checking register

I have the same problem. 

Tori B
QuickBooks Team

I added/approved auto-matched transactions but they are not showing up in my checking register

Good evening, @susiejo3.

 

Thanks for taking the time follow along with the thread. 

 

To clarify, are you having an issue with approved auto matched transactions not showing in your bank register? If so, let's try some of the guided steps that my colleagues have shared above. Such as double checking if the transactions might be matched to another entry in your register. 

 

Here's how to check: 

 

  1. Go to the Banking menu.
  2. Select Bank Feeds and select Bank Feeds Center and review the transactions in each category.

 

If you're still unable to locate the transactions, you could restore a back up of the company file as my colleague, katherinejoyceo suggested. If you restored a back up of the company file, it would be as if you haven't downloaded the transactions yet. Then, you could redownload the transactions and ensure they're connected to the right entry. 

 

You can also contact our Customer Service Team so an agent can review your account in a secure environment and use their tools to screen share with you. While on the screen share session, the agent can investigate this matter further and see where the transactions are. Then, they can advise as to why you're not seeing them. You can use the link I've included below to connect with an agent. 

 

 

Please let me know if you have any questions or concerns. I'm always around to lend a hand. Take care! 

 

 

 

 

TheLangeAgencyInc
Level 1

I added/approved auto-matched transactions but they are not showing up in my checking register

I am having the same issue.  Why is Quickbooks replying as if they do not know what everyone is talking about?  

 

I started using QB in 2013 and I still have the same issue in the 2020 version.

 

The only solution I have found is:

  • When leaving the Bank Feeds Transaction List
    • click "Finish Later" 
    • click "no" to the system claiming to "auto match transactions"

The transactions will be in the Bank Feeds Account Information later and you can click "Quick Add" (under Action tab) when you return. The return path to the Bank Feeds Account Information for the banking/credit card transactions is:  Banking - Bank Feeds - Bank Feed Center - Transaction List. 

 

My personal experience for trying to batch match has been that I save more time in the long run confirming one transaction at a time.  

 

If anyone out there has a better solution that would be wonderful.  I am in the position where I clicked yes and my transactions are missing. 

 

Thank you in advance for any guidance or direction to troubleshoot.

CharleneMaeF
QuickBooks Team

I added/approved auto-matched transactions but they are not showing up in my checking register

I'm on your side here, TheLangeAgencyInc.

 

Have you tried checking the Added/Approved button if the transactions are there? 

 

If so, I'd recommend running the Verify and Rebuild Data utility. The tool scan data issues within the company file and self-resolves them.

 

Before proceeding, make sure QuickBooks Desktop is up-to-date. This way, you always have its latest features and fixes. 

 

Follow these steps on how to verify data:

 

  1. On the top menu, click File.
  2. Choose Utilities.
  3. Select Verify Data.
  4. Click OK when QuickBooks detects no problem with your data.
  5. If Verify finds an issue with your data, choose Rebuild Now or View Errors.
  6. Click Close or View Errors and take note of the specific error message.

 

Then, here's how to rebuild data:

 

  1. On the top menu, click File.
  2. Choose Utilities.
  3. Select Rebuild Data.
  4. Click OK if you receive a prompt to back up your company file.
  5. Choose OK and proceed to the next step.
  6. Run Rebuild Data again to make sure there's no error.

 

If the issue, I encourage contacting our QuickBooks Support Team. They're equipped with tools to check the cause. It'll also allow them to submit a ticket to our engineering team to alert them about the issue if necessary.

 

While our support is working on a fix, I'd suggest following the solution you've shared to match the transactions.

 

Additionally, I've added these articles that'll help you categorize your bank transactions in QuickBooks:

 

 

Please keep us posted if you have other questions about matching your transactions. We want to make sure your record is accurate.

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