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There are several factors as to why QuickBooks Online (QBO) will stop matching your bank transactions, @michellep3 . I'll list them below and help you resolve this.
Here are the reasons why:
- Ensure that the transaction has not been reconciled.
- Verify the transaction was entered using the correct bank account associated with the bank feed.
- Make sure the QuickBooks Online transaction has not been previously matched to another bank-downloaded transaction.
- If it is a deposit or payment received, make sure it is not on the Bank Deposit page (undeposited).
Also, ensure the automatic matching is turned on. I've attached screenshots for your reference:
- Go to the Transactions tab, and select Bank transactions.
- Click the Gear icon, and toggle the Automatic matching feature to turn on.
Lastly, not all transactions can be automatically matched by QuickBooks. There are some cases when your bank does not provide a unique user ID or other distinct identifiers for transactions, and QuickBooks may be unable to perform an automatic match. You will need to manually match the transactions.
To give you more information on how the automatic match works, check out this article: Automatically Match QuickBooks Online Product Transactions.
Furthermore, learn how you can review your accounts to make sure they match your bank and credit card statements. I've got this article for reference: Reconcile An Account in QuickBooks Online.
If you need some help in managing your bank transactions, check out QuickBooks Live Expert Assisted. These are our team of experts specialized in helping businesses and can help you assist with your bank transactions.
You can always post your reply if you have any other questions or concerns when matching bank transactions. I'm always right here willing to assist you further.
