Why is Quickbooks Online no longer matching bank transactions?

Same here, last week all worked fine, today nothing was matched.

Tried both QBO and Excel file, nothing works. 

Also noticed if I try to apply a downloaded check to a bill, it registers it as a new payment, and the downloaded check stays as expense.  

Welcome to the Community, @tammy102 and @anna3501. 

QuickBooks Online (QBO) uses specific criteria, such as check numbers, amount, date, and payer information, to automatically make a match. If the downloaded transactions do not meet these criteria, they may not get matched. 

You may not be able to find a match in QuickBooks Online for several reasons. Some of these reasons include:

• The payees, amounts, or dates don't match.
• The transaction is older than six months.
• The payment has been reconciled.
• The record is already matched to another transaction. 
• Multiple currencies are involved, and the exchange rate has shifted significantly, making the amounts very different.

I recommend reviewing the criteria and comparing them to the transactions that need to be matched.

Once you've reviewed and concluded the details are correct, you can use the Find Match button to do it manually. Let me guide you on how to do it. 

Here's how: 

1. Go to Banking.
2. From the For review tab, click the transaction you want to find a match.
3. Select Find match, and it shows all suggested match transactions. 
4. Click Save. 

 
When you match a downloaded check to an open bill in QBO @anna3501, the system will automatically create a new bill payment to mark the bill as paid. You can check the Categorized tab in the banking section to verify if the transactions are correctly matched. Once you have confirmed they're correctly matched, you can return to the For Review tab. If you notice that a check has stayed as an expense and appears to be a duplicate, you can exclude it from your records. This will prevent the entry from being recorded as an expense in your books.

Once everything matches, your accounts are balanced and accurate. You can now reconcile your account. To learn more about how reconciliation works in QBO, check out these articles: 

• Learn the reconcile workflow in QuickBooks.
• Reconcile an account. 
  
  

Feel free to reply below if you need further assistance regarding this or any QBO-related transactions. I'll be here to assist. 

All information is the same between my transactions and the transactions downloaded from the bank.  None of them will match.  Will I need to go to the Find Match button from now on?  Even the Find Match button is not finding some of them but I see them there and they are exactly the same.

Thank you, I would agree with your answer, but week after week doing the same thing, new transactions, payments, payrolls, importing bank data was matching up fine, until today.

So, I hope there is a glitch in the system, or I'll be spending ours matching bank transactions.

by "ours" I meant hours

I understand the inconvenience this has caused you, @tammy102 and @anna3501. This isn't the experience we want you to have. 

If you are having trouble matching your transactions in QuickBooks Online (QBO), you can use the Find Match button and manually match them. Just make sure to check to review on the amount or bank account because that is one of the factors why you can't find a match. 

However, if you are referring to the deposits and are experiencing issues matching them, there is an ongoing investigation (INV-93947) about the inability to match online bank transactions to deposits. 

Please note that our Product Engineers are working diligently to resolve the issue and get your business up and running again. 

In addition, you can contact QuickBooks Customer Care Support Team to stay updated on the progress of the resolution via email. 

To reach our support team, here's how: 

1. Go to the Help menu.
2. Select the Search tab, then click Contact Us.
3. Enter your issue and concern in the field.
4. Click Continue.
5. Tap the Chat or Callback option.

Once you can match your deposit transaction, reconciling your account is a great idea. You can learn more about this process by checking out these articles:

• Learn the reconcile workflow in QuickBooks.
• Reconcile an account. 

Don't hesitate to reach out to us if you have further questions regarding matching transactions in QBO. I'll be sure to get back to you. Have a great day. 

I'm aware of that. It's not just the deposits that aren't matching, my taxes & checks aren't matching up sometimes either. The checks I can "find match" but they have always matched before.

I have 3 different Quickbooks Online accounts & sometimes things will automatically match on one of the accounts but I'll log into one of the others & have to manually match all of the payroll transactions(that were literally sent THROUGH Quickbooks).

How do we get an investigation started into the debits not matching up?

Going back and forth is never easy, @defineandrea. Let me help you get the right support to address your needs.

I see that you're already aware of the investigation that my peer mentioned above about being unable to match online bank transactions to deposits. Since you're experiencing other issues as well, you can reach out to our QuickBooks Support team and talk with one of our live representatives. They can further review your account securely and create an investigation ticket if needed. 

You'll want to follow the steps shared by Jelayca V above when contacting them. Please consider checking their available hours to ensure they can address your concern in a timely manner. 

 Moreover, you'll want to learn how to use bank rules to automatically categorize transactions from your bank. Check out this article for details: Set up bank rules to categorize online banking transactions in QuickBooks Online.

Should you have any further concerns regarding QuickBooks, kindly share them in the comments below. The Community team is always around to answer them for you.

Im having the same issue... customer support said they had an update..

We want you to come across a different experience than this,Konen. I understand how it feels when you're unable to match Online bank transactions in QuickBooks Online (QBO). I'm here to ensure this issue gets fixed in no time.

As per checking, we've received several reports from customers who are experiencing the same issue. Currently, the status of this investigation is still in progress. Please know our engineers are already aware of this matter and are implementing measures to provide a resolution as soon as possible.

With this, I recommend contacting our Support Team to add you to the list of affected users. This way, you'll be notified of any progress. Rest assured that you'll receive updates when fixes are available.

Here's how:

1. Click the Help menu in the upper-right-hand corner.
2. Type in "Talk to a human", then press Enter.
3. Select Contact Support Team.
4. Type again Talk to a human and click Contact Support Team.
5. Choose a way to connect with us.

See this article for the support hours: QuickBooks Online Support. It includes the contact number you can use to call us directly.

Moreover, I'll be sharing the following resources to help prepare your financials and ensure transactions are recorded correctly for accounting and match your QBO account balances to real bank/credit card statement balances: 

• Categorize online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online.

I'd appreciate your patience and understanding while we look into this further, Konen.  If you have any further concerns, feel free to reach out. Have a great day.

Any update on this issue? I have been having the same problem since Monday. 

I understand this to be inconvenient for your business, @aschwab83. I'm here to give an update on the investigation. 

Upon checking here on my end, a fix to the issue (INV-93947) with matching bank transactions is still ongoing. I assure you that our product engineers are working diligently for a solution. In the meantime, I suggest following the steps by my colleague @ShyMae about manually matching transactions. 

I also recommend reaching our back-end support team to add you to the list of affected users. Upon contacting them, you will be listed among affected users and notified promptly once a fix is available. 

    1. In your QuickBooks Online company, go to Help (?).

    2. Select either of these tabs:

• Assistant tab and type Talk to a human.
• Search tab and click on Contact us to connect with a support expert.

    3. Choose how you want to reach us (phone or chat).

You may refer to this article for other details about their support hours: QuickBooks Online Support. 

I'll add this article as a guide about reconciling an account in QuickBooks Online: Reconcile an account in QuickBooks Online. 

We are grateful for your patience while we are working on a fix for the issue. Should you have further concerns, we are always here to assist.

I can tell everyone right now that I now have run into this issue and I am trying to build books for a small business inside Osteen Florida. That being stated - we sent out bill payments last week and all have cleared.  While trying to match the bill payments to the downloaded transaction - it will NOT recognize it as a match - You can use the "find match" button all you want per the Inuit Advisor - however that is not going to work in most cases. Deposit are affected as well as all bill payments in my system - so NOT KNOWING about this last year? really put a hurting on this company. Now I have about a year and a half to go through that I now have to delete double transactions - this should not be costing this company that kind of money to fix an Intuit Problem - there has to be a solution to this huge problem? And please do NOT tell me to "use the find match button".  It does not do what you are telling people it should. I realize that you have a script to follow but we as businesses do not. We need a real time solution to the matching issues Intuit seems to have not fixed and it's been over a year. I have posted an example you will see the bill payment and the check at the top - the only way it would accept it is if it was a new transaction  - the "find match" button did NOT find the match. Obviously.  So the only thing i need to know now is what type of discount are we getting for this and how much longer will this take to fix? 

I understand you're having challenges with reconciling your transaction in QuickBooks Online (QBO), Tbustle. Let me direct you to the appropriate support to help you with this matter.

I appreciate the time and effort you've put into this process. We have reported cases from other users who experienced similar issue with reconciling transactions. To address this concern, I'd recommend contacting our Customer support team so they can add you to the list of affected users.

To contact our support team, here's how:

1. Sign in to your  QuickBooks Online Company, then click the Help (?) icon.
2. Enter your concern. 
3. You can either select Get a callback or Start chat to get a representative on the line. 

You can also check this link for more details and ensure to review their Support hours so you’ll know when agents are available: QuickBooks Online Support.

In the meantime, you can manually clear transactions in the bank register and exclude downloaded transactions.

Moreover, you can refer to these articles to ensure your books are updated:

• Reconcile an account in QuickBooks Online
• Learn the reconcile workflow in QuickBooks

You can always visit the Community if you need further help with reconciling transactions or any QBO-related concern. Stay safe.