I cannot get journal entries to appear in my banking feed for me to "match". Even when I click on "Find Match" not a single journal entry shows up.
Please help to resolve. I have attached some examples of my journal entries.
Good day, CarsMetrics.
Let me show you how to match the journal entries to the bank transactions.
In the Match transactions window, we can filter it to see only the journal entries. This is the easiest way to find and match it. You can follow these steps:
If you're ready to reconcile your bank accounts, check out this guide on how to do it in QuickBooks Online: Reconcile an account in QuickBooks Online.
Please post again here if you need anything else. Stay safe!
I tried that and no luck. In the photo I attached I also changed the Credit account from ADP Payroll Account to the actual bank account the money came out of 9this sometimes fixes the journal entry issue) but no luck this time.
I've expanded the time line 2 months before and 2 months after both the journal entry and the bank transaction.
Thank you for the screenshot, CarsMetrics. I'll continue to help you with this.
A JE can be a matching entry if:
I can see that you're using a clearing account (ADP Clearing) on the first journal entry, and I assume it isn't the one connected to your bank account. Usually, clearing accounts are bank accounts or other cash equivalent accounts. Therefore, you won't see this JE as a matching entry because it's considered a transaction in another bank account (ADP clearing). If you'll use the actual bank account here, that will fix it. However, I wouldn't recommend doing that without knowing why you used a clearing account in the first place.
The second JE has more potential of becoming a matching entry, but what type of account is the Sales:Sales Adjustments? Is this an income account? You can also check to see if it's already marked as reconciled beause that will make it unavailable for matching.
Now, that you know when and how a JE becomes a matching transaction, please check your JEs to see if they comply with the conditions I mentioned above. If you'd like to clarify something, please do not hesitate to go back to this thread. We'll be more than happy to help you further.
i have the same issue as above. The JE is appearing when I try and match it to a banking transaction. However the JE isn’t listed when I try and match it to others. This tells me that the JE has not been reconciled already - otherwise why would it appear in a list for me to match against some bank transactions and not others.
there is only 1 bank that is linked.
I have spoke to an advisor on the phone and she directed me here, as all the parameters I am putting in are correct.
Thanks for joining the Community space, @Alex891.
Since the information you've shared is correct based on how to match a journal entry as mentioned by my colleague above, I'd suggest contacting our Customer Support Team. They can pull up your account securely and further investigate why you're unable to match it to other bank transaction.
Here's how to reach them:
Please take note that because of the ongoing pandemic, our phone and chat support lines are only open every Monday-Friday from 6:00 AM to 6:00 PM Pacific Time. They're also open between 6:00 AM to 3:00 PM Pacific Time on Saturdays. Here's a guide for more details: Support Hours And Types.
For reference on how to match, add and review transactions in QuickBooks, you can click this article: Matching and Categorizing Bank Transactions.
Once done, it's a great idea to reconcile your account monthly. This ensures your account in QBO matches your bank statement. To learn more about this process, visit this article: Reconciling An Account.
Please reach out to me if there's anything else you need. I'd be happy to help.