Some credit card payments appear as "Paired to another transaction"

LupeBlancRR · ‎January 13, 2024

Hi

I would like help in determining why some of my credit card payments have 2 online banking matches.

Normally, in my credit card statement, a payment I made on the card appears, and I simply “Record as credit card payment,” and when I go to my bank statement, I see a line similar to the following:

I then go to my bank account, match it, and I’m done.

When I go to my credit card acct to reconcile, There are several payments where I see a message “Paired to another transaction” above the payment:

I’m not sure where to find the “paired transaction” and why other payments made on the credit card don’t appear this way.

In my bank statement, I see almost the exact same information (a few days later, after the payment posted, this is on 9/18)

My questions are – what would be causing this? is it safe to hit the “unpair” link? If I do that, will I be able to reconcile it just like any other payment?

SirielJeaB · ‎January 15, 2024

Let me join in and assist you in clarifying how to handle your bank feeds in QuickBooks Online (QBO).

The 1 match found label will appear if the system detects identical details between the downloaded transactions and your manually entered transactions in QuickBooks because the system attempts to find a match. You can then click the Match option to categorize it if it's correct.

Moreover, QuickBooks will automatically detect outbound and inbound bank transfers between two of your connected bank/credit card accounts by searching for similarities in the transfer amounts and dates. Upon importing a transfer (such as a credit card payment) into QuickBooks Online, you'll receive a Paired to another transaction label, a suggested transaction pairing that you can either confirm or unpair. If the pairing is confirmed, it will be marked as reviewed for both feeds.

You can also generate reports and tailor their data to monitor the financial status of your business.

If you need further clarification on your bank transactions, return and post your questions in the Community forum. We eagerly await to help you. Take care.

View solution in original post

RoseJillB · ‎January 13, 2024

Welcome to the Community, Lupe. My top priority is addressing your banking concerns in QuickBooks Online (QBO).

To answer your concern, Yes! It is okay to unpair the matched transaction from your bank feeds. Let me elaborate on this further to understand better why these transactions are showing matches in QuickBooks Online.

QuickBooks has a feature that enables it to automatically identify transfers between two bank accounts that are connected. This feature also works for credit card accounts. The system does this by searching for matches in transfer amounts and dates.

For example, if there is a transaction where money is leaving one bank account, and the same amount of money is entering another bank account at around the same time, QuickBooks will suggest a record pairing. This record pairing can be confirmed or unpaired by you. Upon confirmation, the transaction will be marked as reviewed for both feeds.

However, if this entry has the same amount but refers to a different transaction, you can safely unlink them. Then, record this credit card payment as you normally do. After that, we can start reconciling your credit card account.

Feel free to browse these resources to put your account into the right category and keep your records accurate:

Feel free to reach out to me if you have any concerns about banking or QuickBooks-related matters. I'm always here to assist you!

LupeBlancRR · ‎January 15, 2024

Thank you for your reply.

To be sure I understand the difference between "1 match found" and "Paired to another transaction", in the following scenario in your reply, would QBO apply the label 1 match found?

QuickBooks has a feature that enables it to automatically identify transfers between two bank accounts that are connected. This feature also works for credit card accounts. The system does this by searching for matches in transfer amounts and dates.

If so, when does QBO put the label Paired to another transaction label on a transaction?

Thank you!

SirielJeaB · ‎January 15, 2024

Let me join in and assist you in clarifying how to handle your bank feeds in QuickBooks Online (QBO).

The 1 match found label will appear if the system detects identical details between the downloaded transactions and your manually entered transactions in QuickBooks because the system attempts to find a match. You can then click the Match option to categorize it if it's correct.

Moreover, QuickBooks will automatically detect outbound and inbound bank transfers between two of your connected bank/credit card accounts by searching for similarities in the transfer amounts and dates. Upon importing a transfer (such as a credit card payment) into QuickBooks Online, you'll receive a Paired to another transaction label, a suggested transaction pairing that you can either confirm or unpair. If the pairing is confirmed, it will be marked as reviewed for both feeds.

You can also generate reports and tailor their data to monitor the financial status of your business.

If you need further clarification on your bank transactions, return and post your questions in the Community forum. We eagerly await to help you. Take care.

M2024 · ‎August 06, 2024

I have relied on the "paired transaction" feature for 20 months, but as of three weeks ago, while transactions still correctly reflect as paired, when I confirm the transaction, only one ledger is updated. The paired transaction remains in the review window for the other account. Please advise.

IrishNinoJ · ‎August 06, 2024

Hello there, M2024.

Since the paired transaction remains in the For review tab. We can troubleshoot through some browser troubleshooting steps to isolate the issue.

To start, open your account in a private browsing window. This step can help identify if the issue is related to a cache-related problem. You can activate private mode using the following shortcuts:

Google Chrome: Ctrl + Shift + N
Safari 11 or newer: ⌘ + Shift + N
Mozilla Firefox: Shift + Ctrl + P
Microsoft Edge: Ctrl + Shift + N

Additionally, you can also generate reports and tailor their data to monitor the financial status of your business.

Let me know if you have further questions about banking concerns, feel free to circle back. I'm always here to help.

tmap · ‎September 09, 2024

I am having the same issues. I tried in private browser mode but it did not resolve the issue

Erika_K · ‎September 09, 2024

I appreciate you following the troubleshooting procedures provided by my colleague, tmap. Allow me to guide you to the appropriate support channels to assist you with investigating this matter.

Since the troubleshooting steps didn't work, I'd recommend contacting our Support Team. They are equipped with the necessary resources for a screen-sharing session to examine the cause of why the paired transaction is still showing on the For review page.

I'll show you how you can reach them:

Go to the Help icon.
Select the Search tab and hit Contact Us.
Click the Ask about something else tab.
Key in your concern and hit Continue.
Choose a way to connect with us:
- Have us call you - Get a call from a support expert.
- Chat with us - Start a conversation with a support expert.

You can check out their support hours to determine their availability.

Our dedicated customer service team stands ready to assist you every step of the way, tmap. I'm here to provide you with the support and guidance you deserve. If you have additional questions about managing your transactions, share them with me by commenting below.

tmap · ‎September 27, 2024

Are you still having the same issues? If No, how did you solve it?

Thanks

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Some credit card payments appear as "Paired to another transaction"