QB transactions aren't showing up to match bank deposits

So how do we match when quickbooks match fails or is broken, e.g. if the payment is off by a cent quickbooks won't match.  So how do we do it?  Why are all the QB help articles just a description of what to do if the software actually worked?  How about a listing of exactly what "match" does so we know what to do when it's broken?  Quickbooks is like the three card monty of accounting software.

Thank you for replying to this thread, MichaelOD.

Let me help you fix a recorded transaction that's off by a cent and match it in QuickBooks. Using the resolve difference would be the best option.

Here's how:

1. Go to the Banking menu.
2. Select For Review tab and choose a transaction.
3. Click on the transaction and select Find match.
4. Scroll down to see Resolve.
5. Click on Resolve and Save.

Moreover, refer to this article if you encounter any problems when reconciling your account: Reconcile an account in QuickBooks Online

Reply to this thread if you have any other questions about matching transactions. I'm always around to help. Have a great day ahead!

Completely unhelpful

I have two Square payments entered as received payments against invoices.  The payments are not matched to any bank feed transactions yet and are not reconciled.  I know to use Resolve to enter Square fees and that's what I have been doing for all the past deposits.  However, these payments won't show for possible matches.  I have checked the date on the match screen as well.  They will show for all the other despots, but not the Square deposits in the bank feed.  Why is this happening and how do we force them to match if they aren't on the match list?  All the open invoices show up as possible matches, but not the actual payments.  What is going on?  We use TD Bank.

I am having this issue as well, tried clearing cache and different browsers, same problem...

I appreciate you performing some troubleshooting steps to fix the matching issue in QuickBooks Online (QBO), @GS321.

I want to ensure you can find a match for your bank deposits so you can get back to working order.

Have you tried using the filters available when finding a match? If you haven't yet, I suggest doing it so. You can follow the steps shared by my colleague LieraMarie_A above.

If it doesn't work, I recommend contacting our QuickBooks Support Team. This way, they can further check on this matter and provide in-depth troubleshooting steps to get this resolved. To reach them, you can follow the steps below:

1. Sign in to your QuickBooks Online account.
2. Click the Help button.
3. In the QuickBooks Assistance chatbox, select Talk to a human and choose I still need a human.
4. Select Contact Us.

Once your matching issue is resolved, you can proceed with reconciling your bank account. This will help make sure your QuickBooks transactions match your bank statements.

Don't hesitate to come back to this post and let me know how it goes, @GS321. I'll be around to provide further assistance.

I had to go to the invoice payment page for the specific invoice, it said it was deposited on the date. I had to click on deposit, find the transaction. Make sure the transaction is checked and just the one you want. Then click more at the bottom and then delete. It worked perfect after that. I really hope I don't have to do that every time I have this issue. It seems like there are alot of them in Q2 and Q3 for 2023.

I'm also having this issue. When I look at the register, the payment has been deposited and transferred to the correct account (paypal bank to business checking). It's like "Match" is no longer needed? Funny thing is, I was matching several sales receipts, and all of a sudden it stopped allowing me to find the match. When I do a search for the amount, there is no record found, although it's in the register. 

I've tried deleting, but it's still not allowing me to match after re-entering the sales info. Is it still working for you? 

Hi, eandsm. I can only imagine how challenging this banking issue affects your banking tasks.

Let me provide additional information regarding the matching transactions problem. There are various reasons why some of them can't find a match. Check them out below:

• The payees and amounts don't match.
• The dates don't match or aren't close.
• The transaction is older than six (6) months.
• Tip: You can still find a match when you select the Find match section
• The bank account on the payment is not the same as the bank where the match is located.
• The payment has been reconciled.
• The transaction is already matched to something else.
• There’s a multicurrency issue with the exchange rates, or the transaction doesn't pass through the home currency at some point.

For more details, refer to this article: Categorize and match online bank transactions in QuickBooks Online.

If the problem continues, you can perform some troubleshooting steps to determine what's causing the QBO system's strange behavior. 

The accumulation of cache may have an impact on browsing performance. Sign in to QuickBooks using an incognito window or private browser to clear this out. This mode does not save history webpages, which causes the software to behave strangely. You can refer to these shortcut keys:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Option + P

Right after, go back to the register and check if you can search for the transactions. If so, delete the cache of your main browser. This will refresh the system and remove any old data causing viewing and performance issues. Switching to a different supported browser can also fix the problem.

Once everything is in place, you can reconcile the account to ensure the accuracy of your records. Check out this link for further information: Learn the reconcile workflow in QuickBooks.

If you have other questions about managing your bank transactions, post them below. The Community is here to assist.

i have clients who paid by credit card and have had much success with matching them to my bank account deposits. I am having trouble with quite a few sales transactions matching them to the correct bank deposits. All these sales transactions have been paid by credit card by the client. They should show up when trying to match them to bank deposits. the "Deposit to" account is "Undeposited Funds" on all of them, which should be correct. I can go to the sales transactions and see the actual sales receipt and the dates are correct. when I click on match bank deposit to transactions, none are showing up for me to match. It's very frustrating. I've not found any help from Quickbooks to resolve this issue.

It seems like you're encountering difficulties matching sales transactions, which were paid by credit card. Here are a few steps to take to troubleshoot this issue, scotthou.

Did you attempt to utilize the available filters when searching for a match? Utilizing filters allows you to strangle down the results by selecting a specific transaction type and period. Additionally, you can use the Search field to locate transactions based on amount, reference number, or memo, providing alternative ways to find the transactions you're looking for.

Here's how:

1. Go to the Transaction menu and select Banking.
2. Select the tile for the account you want to review.
3. Select the For Review tab to start your review.
4. Select the deposit to expand the view.
5. Choose Find Match.
6. You can use filters/search to locate transactions. Remember to use a dollar sign or decimal point when searching for dollar amounts.

Furthermore, ensure that the Undeposited Funds account is set up correctly as the default deposit account for your sales receipts. You can check this by going to the Chart of Accounts section. Also, double-check the payment methods used for the sales transactions. Ensure that they are categorized correctly as credit card payments.

If the issue persists, you may consider contacting our QuickBooks Online support for further assistance. They may be able to provide specific troubleshooting steps or insights into why the sales transactions are not appearing when attempting to match them to bank deposits.

By following these steps and seeking assistance from QuickBooks support, you should be able to address the issue of matching credit card sales transactions to the correct bank deposits in QuickBooks. Let me know if you have other concerns. Have a great day ahead.