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Adam G
Level 1

Is there a way to stop auto match on bank feed accounts to avoid having to click "not a match" multiple times to match payments to the deposits??

Please give the option to turn off blue auto match

Adam G
Level 1

Is there a way to stop auto match on bank feed accounts to avoid having to click "not a match" multiple times to match payments to the deposits??

Please give the option to turn off the blue auto match.

DivinaMercy_N
Moderator

Is there a way to stop auto match on bank feed accounts to avoid having to click "not a match" multiple times to match payments to the deposits??

Having the option to disable the auto-match feature in QuickBooks Online (QBO) will surely benefit you, @Adam G. That's why I'm here to provide information about this. 

 

Currently, turning off the blue auto-match feature in QBO is unavailable. The program is set to automatically match the downloaded transactions once it catches entries with similar values and information to your bank statements. 

 

That said, I recommend sending feedback to our product developers to request the addition of this feature. Rest assured that we are bound to improve the program's capability to meet your business needs. Here's how:

 

  1. In your QBO company, select the Gear.
  2. Then, choose Feedback.
  3. From there, enter your comments or product suggestions and select Next to submit feedback.

 

Once done, you might want to visit our QuickBooks Online Feature Requests page to track the status of the submitted feedback.

 

Additionally, here's an awesome resource that you can access to have a guide in managing your transactions: Categorize and match online bank transactions in QuickBooks Online.

 

It's also recommended to perform the reconciliation process regularly to make sure your accounts are matched. To get started, check out this link for the detailed instructions: Learn the reconciliation workflow in QuickBooks.

 

I'd love to know updates about this. If you have any other questions about managing your bank transactions in QBO, feel free to leave a reply below. I'm just around the corner to help. Have a good one and keep safe. 

Linda RT
Level 1

Is there a way to stop auto match on bank feed accounts to avoid having to click "not a match" multiple times to match payments to the deposits??

Thanks for your assessment.  If QB is at all listening, I am actively finding a different software because this has cost me SO MUCH in time and thus money.  I thought it was my ignorance at first, but I see it is theirs.

jeanetterob
Level 1

Is there a way to stop auto match on bank feed accounts to avoid having to click "not a match" multiple times to match payments to the deposits??

I see that that last thread on this is December 2018 and it is now end of 2022.  This is a real issue for my company now using Quickbooks Enterprise 23.0.    I saw another thread that the online version has a feature that enables you to turn this auto match feature off for bank feeds.  @[email address removed] - Please address this issue for you Quickbooks Enterprise customers!

Lily223
Level 1

Is there a way to stop auto match on bank feed accounts to avoid having to click "not a match" multiple times to match payments to the deposits??

Why do you have to click not a match on 1 entry numerous times before it will change it?

Jen_D
Moderator

Is there a way to stop auto match on bank feed accounts to avoid having to click "not a match" multiple times to match payments to the deposits??

Thanks for joining this thread and letting us help you with matching your transactions, @Lily223.

 

I wanted to help you out with this but I will be needing more information so I can provide the best resolution to you. Can you please confirm what product are you using? Do you have QuickBooks Online or QuickBooks Desktop? I need to know this because this thread was tagged under different products and each edition have different functions.

 

Kindly reply to this thread the additional details. I'll wait for your response.

scrupal
Level 1

Is there a way to stop auto match on bank feed accounts to avoid having to click "not a match" multiple times to match payments to the deposits??

Hi Jen_D, please read the last four years of comments on this post before asking for more information. There is quite a bit of detail from many users.

 

cjstokes
Level 1

Is there a way to stop auto match on bank feed accounts to avoid having to click "not a match" multiple times to match payments to the deposits??

It is definitely inconvenient. It is now 2022  and this problem still has not been resolved. That is sad.

Slucke
Level 1

Is there a way to stop auto match on bank feed accounts to avoid having to click "not a match" multiple times to match payments to the deposits??

This is the most frustrating and time consuming bug/issue I have experienced with many versions of Quickbooks over the last 7-8 years and it is truly amazing that it has not been addressed. This issue has occurred to me with a couple versions of QB desktop and Enterprise 22. 

My client has a bank account that only receives customer payments.  With the exception of the weekly transfer I make out of the account,  EVERY transaction brought in is new to QB.  When I import the new transactions in,  QB looks tries to match them with every unreconciled transaction in the register that has the same amount. It fails to filter out a possible matches that have a different date. I import transactions weekly and by the last week of the month,  Half the transactions I've imported are auto-matched incorrectly.  As others have noted, it can take several attempts with the "Not A Match" drop down selection to get the auto match to clear.  It often is quicker for me to pull up the register and manually type them in.  

If Intuit is unable to come up with the programming to fix or mitigate the issue, I would like to see another drop down list item in the action column. "Enter as New Transaction". It would simply ignore trying to auto match, apply any applicable rules and enter the transaction to the account.

raffi2
Level 1

Is there a way to stop auto match on bank feed accounts to avoid having to click "not a match" multiple times to match payments to the deposits??

looks like this still is occurring on QBO. I wish I stayed on Xero. what a mess.

4567__
Level 1

Is there a way to stop auto match on bank feed accounts to avoid having to click "not a match" multiple times to match payments to the deposits??

Wow. What a thread and what an appalling bug.

So okay, since 2020 apparently you can turn auto matching in QB desktop. Great. Still nothing for QB online, eh guys?

Kevin_C
QuickBooks Team

Is there a way to stop auto match on bank feed accounts to avoid having to click "not a match" multiple times to match payments to the deposits??

I can see how convenient to turn off the auto-matching feature in QuickBooks Online (QBO), @4567__

 

Currently, the feature to disable the auto-match option in QBO isn't possible. Having this option in QBO would also be great, as it will help you run your business seamlessly. 

 

That said, I recommend sending a feature request directly to our Product Development team. Ideas like this help identify the features our customers want the most for consideration in future enhancements.

 

Here's how:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Type in your feedback and product suggestions.
  4. Click Next to submit them.

 

Additionally, check out this article to learn more about how to effectively manage your income, expenses, and any possible errors. For the step-by-step guide, you can refer to this article: Learn the reconcile workflow in QuickBooks.

 

Keep me posted if you still have questions or concerns with managing your bank transactions QBO. I'll be here to lend a helping hand. Have a great day ahead!

JackK
Level 2

Is there a way to stop auto match on bank feed accounts to avoid having to click "not a match" multiple times to match payments to the deposits??

I use Quickbooks online for my small business. I am the owner and bookkeeper.
Auto match has always been annoying.
Recently, auto match seems to have gotten worse for me.
That is, almost all the auto matches are wrong.

I understand why it would be difficult to make auto match to work well.

But, I (and apparently many other customers) just want a button to switch it off. 

It would be a real pain for me to switch bookkeeping software, but I am on the verge of doing it.

MessariG
Level 3

Is there a way to stop auto match on bank feed accounts to avoid having to click "not a match" multiple times to match payments to the deposits??

In 2019 a member of the QBO team stated that our voices have been heard and that engineers are working on it.  This thread has been going on since 2018.  The feedback you suggest does not work.  No one is listening and QBO has progressively gotten worse. Intuit has become the 21st century AT&T.  Give the customer a black rotary phone and tell them to shut up.

SMCall2021
Level 1

Is there a way to stop auto match on bank feed accounts to avoid having to click "not a match" multiple times to match payments to the deposits??

I am picking up someones books yikes! And they reconciled Jan Bank statement i think.

But they did not match the bank feed transaction to the Register transaction.

Do I have to undo the reconciliation and match the bank feeds transaction to the Register transaction?

Thanks

SMcCall

Angelyn_T
Moderator

Is there a way to stop auto match on bank feed accounts to avoid having to click "not a match" multiple times to match payments to the deposits??

I appreciate you joining the thread today, SMcCall. It's my priority to help match your transactions and reconcile your statements accordingly.

 

You have two options to fix your bank data. The first is to exclude the downloaded entries from the Banking page. The process removes the unmatched bank feed entries from your account.

 

The second option is to undo the entire reconciliation. If you have a QuickBooks Online Accountant (QBOA) profile, you can do it easily by following these steps:

 

  1. Sign in to QuickBooks Online Accountant, then open the client's QuickBooks Online company.
  2. Go to the Accounting menu.
  3. Select the Reconcile tab, then History by Account.
  4. Select the account you want to reconcile and date range from the dropdowns.
  5. Find the reconciliation on the list.
  6. Select View Report to open the Reconciliation Report.
  7. Review any discrepancies and changes your client wants to make.
  8. Tap on Undo under Action, then Yes, and then Undo to confirm.

 

For regular QBO accounts, you can do it manually by following the instructions provided in this article: Undo or remove transactions from reconciliations in QuickBooks Online.

 

Once done, match and categorize your transactions. Then, reconcile your account.

 

Moving forward, ensure to review, match, and categorize your downloaded entries before reconciling your accounts to avoid unexpected results. You can also speed up the process by setting up rules. Learn more about it from here: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

Please leave a comment below if you have any further banking or reconciliation concerns. I'm always happy to assist. Have a great day!

trevecpa
Level 2

Is there a way to stop auto match on bank feed accounts to avoid having to click "not a match" multiple times to match payments to the deposits??

How do we get around this issue.  QB DT is matching new recurring CC transactions to previous recurring transactions. Except for the date the transactions are exactly the same.  QB Desktop does not have the "not a match" option and the other options do not work.  If we chose ignore, QBDT asks for verification to delete the transaction.  Note: The previous CC recurring transactions were entered manually.  My client is just moving from manual entry to QBO Web Connect download of the CC information.  Will this problem go away eventually?

SirielJeaB
Moderator

Is there a way to stop auto match on bank feed accounts to avoid having to click "not a match" multiple times to match payments to the deposits??

Thank you for actively engaging with our Community space, trevecpa. Your continued participation is greatly appreciated. I'm here to provide assistance and address your concerns.

 

We fully acknowledge the impact that QuickBooks challenges can have on your banking activities within the program. To better understand your situation, it would be helpful if you could provide us with a screenshot of your Banking preferences. Typically, the Not a match option should appear when you select the dropdown button in the Action column. However, you can also choose the View Details button to unmatch the transaction. Within the View Details window, you'll find the Not a match option that you can click on.

 

Please see the screenshots below:

 

 

For further guidance on managing your Bank Feeds transactions, I recommend reading the following article: Add and match Bank Feed transactions in QuickBooks Desktop.

 

Moving forward, you can create rules within QuickBooks to help automate and control the matching process for your Bank Feeds transactions. This will streamline the categorization of your transactions. To learn more about creating rules, please refer to the article: Create rules to categorize transactions in QuickBooks Desktop.

 

Please don't hesitate to reach out if you have any additional concerns or questions. The Community is available 24/7 to provide support. Have a successful year, trevecpa!

LMKetchum
Level 3

Is there a way to stop auto match on bank feed accounts to avoid having to click "not a match" multiple times to match payments to the deposits??

Seriously, what is the point anymore of sending QB ANYTHING, this has been an issue for years and obviously they have no plans to or are unable to fix this.  

Awesome Bookkeeping LLC
Level 1

Is there a way to stop auto match on bank feed accounts to avoid having to click "not a match" multiple times to match payments to the deposits??

I have been using QBDT for years and this has been a problem for a very long time.

 

I have a work around, provided you have a version taht's 2021 or higher...

 

Now remember this setting, you will need to use it a few times: Go to Edit>Preferences>Checking>Company Preferences: On the bottom you will see "bank feeds".  This is where you will switch from Advanced Mode(it may have a different name in some versions of QBDT) to Express Mode or vice versa.  Disregard Classic Mode.

 

First you need to use the advanced mode (it resembles the QBO bankfeed window a bit) and review and accept any matches and partial matches and accept any where rules have been applied (if you created rules in Express mode, they will not transfer to Advanced mode, you have to create them manually from scratch.  there's no automatic rule creation). This window matches transactions much better and if none match in the possible matches it provides, you have the option to 'add more details' and just accept it without matching.  the express mode doesn't have this option and if you click not a match, i promise you will be there for the rest of your life clicking not a match because that never works.  I have no patience and I have no time to waste. 

 

once you're finished matching transactions in advanced mode, switch your bank feed preference to express mode to add all the transactions that don't auto match.  Don't accept any auto matches at all. Once you're done adding all transactions and the only ones you have left are auto matches, return to the Advanced Mode.  You will find that the advanced mode can't find any matches and doesn't recognize any of the transactions.  

 

now you can add them manually or create rules manually to push them to the check register and you don't have to wrestle with the stupid auto match. 

 

The downside of Advanced mode is that it doesn't auto-create rules.  You have to manually create each and every one.  The plus side is that the matches it provides are very accurate and gives you the option to simply accept the transaction without matching.

 

I hope this saves anyone looking for a solution lots of time and money.  

 

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