Showing results for 
Search instead for 
Did you mean: 
Level 2

Trying to match two different bank transactios

I am trying to match two different bank transactions... deposits.

When I try and match the first, the transaction I need does not show up on the list.  When I try to match the second transaction, it's there??


5 Comments 5

Trying to match two different bank transactios

Hello there, DebGer.


There are different reasons why you cannot find a match on your bank transactions:

  • the transaction has been reconciled
  • it has a different amount from what's recorded in QuickBooks

If you're unable to find a match, click on Find other records:

  1. Select the transaction to expand the view. 
  2. Review the Records found. These transactions are ones you already entered in QuickBooks.
  3. Select the link next to each record to get more details.
  4. Review the Deposit to field on the forms. Your transaction in QuickBooks is already in the account listed.
  5. When you’re done, select Match.

I've attached an article you can read to learn more about matching downloaded transactions: Add and Match Downloaded Banking Transactions.


Let me know if you have other questions, I'll be here to help you out.

Level 2

Trying to match two different bank transactios

where do I find the "find other records" to click on


Trying to match two different bank transactios

Joining the thread to quickly answer your question, DebGer.


The Find other records button has already been renamed to Find other matches. It only shows if there's an initial match with the downloaded bank transaction (see screenshot below). 


If you can't still see the other deposit, it's possible that the date is different. Change the date in the From and To section to see more transactions. Aside from that, transactions will no longer show up as a possible match if they're already cleared or reconciled in your bank register. 


You can open your bank register and review the status of the deposit to make sure it's not cleared or reconciled. You can also follow the steps in this article on how to unclear or unreconcile the deposit: Undo And Remove Transactions From Reconciliations In QuickBooks Online 


Let me know if you still need help with the deposit or any other banking transactions.



Level 2

Trying to match two different bank transactios

I've cleared my cache, I've double checked.... neither transaction has been matched or reconciled and the "find other matches" will not come up.  I have no idea what is wrong.  I've even tried re-entering the original payments I'm trying to match to.  


Clearly something isn't working and I'm going to have to just make notes to remember to adjust at year end

Thank you though


Trying to match two different bank transactios

You're most welcome, @DebGer.


Let me add more info and steps to ensure you can match these deposits in QuickBooks Online (QBO).


Since you've already cleared your browser's cache and still unable to match them, you can use another supported browser instead. Then, please perform the steps given by my peers above again.


If you get the same outcome, I recommend contacting our support team. One of our representatives can check your account in a secure environment and perform a viewing session to help fix this.


Before doing so, please make sure to review our support hours guide so they can assist you on time. Once ready, here's how to proceed:


  1. Click the Help (?) menu at the top, and then tap Contact Us.
  2. If in case you're routed to the QB Assistant page, type Contact Us and then select Talk to a human
  3. Tap the Never mind option, and then choose I still need a human.
  4.  Click the Contact Us button.
  5. Enter your question or concern on the search box like "I'm unable to match my bank transactions."
  6. Click Let's Talk when you're ready.
  7. Pick either Get a call or Start messaging option.
  8. Fill out the needed info, and then hit Confirm my call or Submit to continue.

Once everything looks good, you can now reconcile your account to ensure the accuracy of your books. Then, you can generate a report to locate any discrepancies. This way, you'll be able to make corrections if needed. Also, you can print and export it to keep a copy on hand for future use. For more details, please check out this article: How do I view, print, or export a reconciliation report?


I've got your back if you have more questions about managing your transactions in QBO. I'd be glad to hear more from you. Take care and have a nice day.

Need to get in touch?

Contact us