QBO not matching imported bank data to transactions before 11/30/20

Thanks for reaching out to the Community, mark1700.

In QuickBooks Online (QBO), there are reasons why you're unable to match your transactions. These are due to the following:

• Transactions have been previously matched to another downloaded transaction.
• Transactions were not entered using the same bank account.
• The transaction is entered manually in QuickBooks could have a different number, amount, date or payee from the downloaded expenses.
• Transactions are already reconciled.

Thus, there are times that if the transactions aren’t the same as the downloaded, QuickBooks won’t find it. And it's you to manually locate and match them, where you can use the Find Match option and search for a possible match. For more information about the process, you can check out this article: Categorize and match online bank transactions in QuickBooks Online.

Keep in touch if you have any clarifications or other concerns. I’ll be glad to answer them for you. Have a great day ahead. 

Thanks! Though, none of these situations apply. The transactions are not previously matched as this is new bank data, the bank account is the same, the date and amount are the same, and the transactions are not already reconciled.

Any transaction from September 1 - November 29 aren't matching but nearly all the transactions November 30 - April 30 match. This isn't a simple matter of a date or amount being wrong. 3 months worth of transactions are not matching. Is there any other explaination? There seems to be some artificial cutoff at November 30.

I'd be glad to help you today, @mark1700.

Bank Feeds will only match transactions within the last 180 days of the current system date.

The system will not automatically look for a match on downloaded transactions that are more than 6 months (180 days) old. In this case, you'll have to find a match for the transactions.

Please feel free to read these handy articles for your reference:
- How to Reconcile an Account in QuickBooks Online

- Exclude a bank transaction you downloaded into QuickBooks Online

Let me know if you have further questions. Have a good one!

I have had this problem repeatedly - it is so good to find out that the issue is because I am trying to match transactions over 180 days old. I wish more of your support persons were aware of this - it would have saved lots of us time and energy trying to figure this out.

That said, why does it only go back 180 days? One full year seems more reasonable. I have quite a few clients who are small businesses that only drop their stuff at year-end. I guess we will have to change the way we do things because of this little annoyance.

Hi Akip,

I had this same problem. I found that if I filtered by the month I was reconciling then QBO would automatically suggest/find matches again. I was an accidental find, but it seems to be working for me.

Hi Matt,

I'm having the same problem with a check from March not showing a match - Can you explain what you did by filtering the transactions by month.

Thanks

Hello, @dtheoharides.

I'm joining the thread to share some insights about this bank entry matching concern.

When you want to match previous month's data, filter the date of the transactions. Here's how:

1. On the Banking page, click the All dates drop-down. You can find it below the For review tab.
2. From the Date filter, choose Custom.
3. Enter the first day of the month on the From field and the last day on the To section.
   
4. Once done, press Apply.

Once you have the transactions filtered, check if you can click the Match option. If not, click the transaction and manually click the Find match option. See this:

See this link for reference when managing bank transactions n QBO: Categorize and match online bank transactions in QuickBooks Online.

Please visit us again if there's anything else you need assistance with banking or other topics for QuickBooks. I'll be happy to be of help.