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Join nowI have 100's of perfect or close date matching transactions between my expenses and banking transactions, but QBO doesn't suggest "match" nor find the matches easily. I'll outline the steps and below is a screen capture recording.
1) The receipt is snapped in the app
2) Under Banking > Receipts, the receipt is reviewed and added as an expense by assigning the correct bank, date, verifying the amounts, making a memo/class/customer, etc, and adding it.
3) Under Banking > Banking (Bank and Credit cards), I begin to review my transactions. Very few are matching to the created expenses. And even when I click on the "Find Match" radio button, it won't easily find a match. The suggested matches are almost always bad suggestions. The suggestions don't even match the date and amount when the perfect date and amount are sitting right there in the full list.
Why did I spend dozens of hours snapping and categorizing receipts if this process doesn't work?
I've tried this on Chrome, IE, Firefox, and a Chrome incognito window. My computer is an i7-6700 with 32 GB RAM and dual 4GB Nvidia GeForce GTX 970 cards running Windows 10 Home 64 bit. The same problem happens at my office computer and my bookkeeper's computer in another country.
I'm here to share some information as to why you're unable to match transactions, info979.
In QuickBooks, there are reasons why you were not able to match your transactions.
To start, let's verify the total amount of selected transactions is the same as the total amount of the downloaded transactions.
If transactions have different amounts, you can select the Resolve Difference option to open the Add resolving transaction fields. Then, you can now add the Category and Amount of the resolving transaction until the difference equals to zero. If needed, you can use the Add new transaction button to add multiple resolving transactions.
If you still can't match the transactions, let's also check if the transactions were entered using the same bank account.
I've also added this article for more information when matching downloaded transactions: Categorize and match online bank transactions.
I'm just around if you still need my help. Stay safe!
There are no differences to resolve and the amount, date, and bank all match, as mentioned in the post and shown in the video. I'll call in. This is super frustrating.
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