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cheriehecht
Level 1

Trying to match bank deposits with sales transactions on woo. When I click on "Find Match" none of the sales transactions show up for me to match. sales are downloaded

this is for QB online
1 Comment 1
Charies_M
Moderator

Trying to match bank deposits with sales transactions on woo. When I click on "Find Match" none of the sales transactions show up for me to match. sales are downloaded

I'm glad you came here, cheriehecht.

 

There are a few reasons why transactions like bank deposits are not showing when trying to Find Match in QuickBooks Online (QBO). I've listed them below:

 

  • The transactions entered in QBO doesn't simply match the number, amount, date or payee of your downloaded bank deposits. 
  • The transaction/s you want to match have been reconciled.
  • The transaction entered in QBO has already been matched to another downloaded transaction.
  • The transactions was downloaded twice. If these transactions have already been added to QBO and have a lightning bolt in the CLR column, it will not be matched again.

Once everything is verified, we can use the Find Match option to display all the possible matched transactions. To do that, follow the steps below:

 

  1. Go to Banking and select the Banking tab.
  2. Click Find other records button.
  3. In the Match Transactions window, put a check mark on the transactions that should match to the downloaded transaction.
  4. If the transaction you want to match is outside the date range displayed, update it. Select the date field to manually change the From and To dates.
  5. Select Save if the total amount of both transactions is the same.
  6. Click Save.

Once done, the transactions will now show under the In QuickBooks tab.

 

This article serves as your complete guide on how to add and match downloaded transactions in QBO: Add and match downloaded banking transactions.

 

Get back to me if you have follow-up questions. I would also appreciate if you'd let me know the results as I want to make sure this issue gets resolved. Have a good one.

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