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aaag
Level 2

QB Desktop Match to existing transactions does not have invoices and customer payments

From Bank feeds the list of matching transactions from the match existing transactions option has most of the transactions to match missing. This is both transitions to match ones that existed before the problem and ones added later. 

The problem showed up about a week ago after a QB update that required a company file conversation.  The same thing happens if I restore a backup that worked before the update.  QB converts 

 

the only transaction that showed up is one from September 2023 with show last 30 days or show all.  All the other transactions are missing.  No nothing shows up for last 30 days and a half dozen show up with view all.

I think this happened just after an update and after the update the existing company file was converted to a new format.

To be clear bank feeds is working; the banking transactions show up.  It is the locally created transactions like invoices and customer payments that do not show up.

4 Comments 4
Rasa-LilaM
QuickBooks Team

QB Desktop Match to existing transactions does not have invoices and customer payments

Thank you for raising your concern here in the Community, aaag.

 

Repairing the company file will help determine if the missing invoices and payments are caused by data corruption. Let's perform the steps together to address this matter.

 

The Verify Data checks for common issues or data inconsistencies in your company file. While the Rebuild Data tool fixes data damage identified during the verification process. Follow these steps:

 

  1. Open QuickBooks Desktop (QBDT) and head to the File menu at the top to select Utilities and Rebuild Data.
  2. Click OK to create a backup of the company file.
  3. Press the Save button to keep the copy.
  4. Tap the OK button once the Rebuild is completed.
  5. Next, return to the File menu to pick Utilities and Verify Data.
  6. Allow the tool to scan for data issues.

If there's a problem with the file, press the Rebuild Now button or OK to continue using it. In case the entries are still missing after the rebuild process, run the tool again. 

 

If none of these suggestions work, perform Solutions 2 up to 4 in this article: Fix data damage on your QuickBooks Desktop company file.

 

After resolving this matter, match your downloaded entries with the ones in QBDT. This will help identify the transactions processed by your Financial Institution (FI) and those pending at the bank. Also, reconcile the account regularly to keep a balance and accurate record.

 

I've assembled some resources that cover topics about managing bank feeds and troubleshooting QuickBooks errors:
 

Keep in touch if you have other banking-related concerns or questions about the product. I'll get back to provide the guidance you need, aaag.

Rasa-LilaM
QuickBooks Team

QB Desktop Match to existing transactions does not have invoices and customer payments

Hi, aaag.

 

Hope you’re doing great. I wanted to see how everything is going about the issue of the missing transactions you had the other day.

 

Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

aaag
Level 2

QB Desktop Match to existing transactions does not have invoices and customer payments

I am still dead in the water. Tried all the data repair tools. Hours with l with teck support. The missing transactions are not the bank free transactions. They're the invoices I create and customer payments I enter. 

Ivan_G
QuickBooks Team

QB Desktop Match to existing transactions does not have invoices and customer payments

It's not the experience that we want you to encounter, aaag. I appreciate all your efforts in finding a solution to your missing transactions.

 

Since the issue persists, I recommend contacting our Customer Care Support again so they can review this matter further. Reaching out to them could ensure you'll get the appropriate assistance to resolve your concern.

 

Here's how:

 

  1. Open your QuickBooks company file.
  2. Go to Help, then click QuickBooks Desktop Help/Contact Us.
  3. Press Contact Us.
  4. Give a brief description of your issue, then select Continue.
  5. Sign in to your Intuit account, press Continue, and then Continue with my account.
  6. Choose Chat with us (start a conversation online with a QuickBooks expert) or Have us call you (skip the line and no more phone trees. Leave your number and get a call back).

 

Please be guided about our support's availability:

 

  • QuickBooks Desktop Pro, Premier, and Plus - Available from 6 AM to 6 PM during Weekdays.
  • QuickBooks Enterprise - Available 24/7.

 

Additionally, we need to ensure that your data in QuickBooks matches your bank statement. The reconciliation feature can help you review and verify if you have accurate and up-to-date transactions.

 

I'm always available if you have additional queries about matching your transactions in QuickBooks. Kindly comment below, and I'll provide prompt assistance.

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