We couldn't Match the transaction(s) due to "Select an account for this transaction.". Check account mapping in advanced settings and try again." Whats the problem?

Hey there, @rlw-thelocal63-c.

Thanks for taking the time to reach out to the QuickBooks Community for support. 

It sounds like your mapping is set up incorrectly. You'll need to ensure that you have chosen the correct columns in the mapping stage. QuickBooks will not be able to read the data otherwise. To make the mapping stage easier, you can do the following:

1. Delete columns you do not need from your CSV to avoid any confusion. The columns that are required by QuickBooks are:
   • Date
   • Description
   • Amount
2. Change the names of the columns in your CSV to match the titles in QuickBooks.

Once you have your mapping set up correctly, you should be able to import and match as usual. If not, I recommend checking the formatting as well. Not all banks create their CSV files the same way, so you may need to make additional changes to get your transactions in. 

For more information about formatting and other common errors, check out, Common errors for importing bank transactions using CSV. 

Please don't hesitate to let me know if you have any questions or concerns. I'm always around to lend a hand. Have a good one! 

Hello, rlw-thelocal63-c.

I appreciate you sharing the steps you've done to get this fixed. This will definitely help other users as well in the future. Please keep on posting here in the Community.

Stay safe and have a great rest of the day.

I've tried the same thing and it does not work for me and nothing will post to Quickbooks!! Support told me they will not assist. Who helps service this app / product?

Hi marishamazurekbiz,

Thanks for joining us here.  In addition to returning the transactions to the For Review tab, where you can categorize them, I recommend checking your app settings, to ensure a smooth transition into QuickBooks Online.  To review your app settings, open Apps from the left menu, locate your App and select Settings.  If you experience the same outcome, please don't hesitate to contact us.  It would be our pleasure to work with you personally, and ensure you're able to accomplish your QuickBooks goals in a timely fashion!

I've tried and still the same outcome. I am familiar with this app as I use it for a few different companies but this is just not working like the others! I tried support yesterday and they mentioned they could not assist and to check with a third-party support? Can you assist please?

Thanks for getting back with the Community, marishamazurekbiz. I appreciate your detailed information.

Since you've already tried the solution shared by rlw-thelocal63-c, but are still unable to match transactions imported through your App Transactions screen, I'd recommend checking the browser you're using. It's possible this could have something to do with temporary internet files. Browsing applications store these types of records, but sometimes they can cause issues with certain webpages. You can open a private window and check to see if you're able to match the transactions.

Here's how to access incognito mode in some of the most commonly used web browsers:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Option + P

If you don't encounter the same message and are able to match transactions successfully while browsing privately, it's safe to say this problem's being caused by your browser. It can be fixed by clearing cached data and Intuit-specific cookies.

In the event you still encounter the same situation while browsing in incognito mode, you'll initially want to try switching to another browsing application.

Here's a list of supported browsers:

• Google Chrome - version 78 or newer
• Mozilla Firefox - version 76 or newer
• Microsoft Edge - version 75 or newer
• Opera - version 68 or newer
• Samsung - version 10 or newer
• Safari - version 12 or newer

You can also check a browser's compatibility with QuickBooks by utilizing our browser health checkup tool. QuickBooks supports the current and two previous versions of browsers. If you find that you're using an unsupported version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.

In the event you've found no problems that could be causing this with your browser, you'll want to check the operating system and internet speed you're working with.

Here's our recommended operating systems and internet speeds:

• Windows PC - Windows 10, Intel Core i3 or a comparable processor (2013 or newer) with at least 2 GB of RAM, or Windows 10, Intel Core i5 or comparable processor with at least 4 GB of RAM.
• Mac - OS X El Capitan 10.11, OS X High Sierra 10.13, or newer.
• Linux - QuickBooks works with Linux, but you'll want to make sure you're using a supported browser and our recommended internet speeds.
• Internet connection - 1.5 Mbps to 3 Mbps or higher.

If you meet our system requirements, but are still unable to match transactions due to the displayed message, I'd recommend using a different device and/or internet connection. If it continues happening on other devices and/or internet connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up the account in a secure environment, conduct further research, and create an investigation ticket if necessary.

They can be reached while you're signed in.

Here's how:

1. Use the Help (?) icon.
   
   
    
2. Click Contact Us.
   
   
    
3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
   
   
    
4. Select Start messaging or Get a call.
   
   

Be sure to review their support hours so you'll know when agents are available.

I've also included a detailed resource about system requirements for QuickBooks which may come in handy moving forward: System requirements

I'll be here to help if there's any additional questions. Have a great Thursday!

Thanks for your response. I've tried this as well - no luck. I accessed a different file (different company, same setup), and it worked no problem to post and match into Quickbooks. So its not the browser. I will try support but yesterday they told me they could not assist?

Thanks for following up with the Community, marishamazurekbiz. I appreciate you performing each of our recommended troubleshooting processes.

Our Customer Care team is able to assist with situations which occur within QuickBooks. From the sound of this situation, it's occurring within your books after transactions have already successfully been imported through the App Transactions screen.

Since your transactions are already in QuickBooks, the message itself is displayed within QuickBooks, and you're unable to match these transactions in your books, our Customer Care team will be able to look into the situation further with you. They also have the ability to conduct screen shares to see what you're seeing on your end, and additionally can create investigation tickets if a solution can't be found.

I've also included a detailed resource about matching transactions which may come in handy moving forward: Categorize online bank transactions

Please don't hesitate to send a reply if there's any additional questions. Have a lovely day!

I am having similar issue with a couple of sales receipt. Does this mean I have to enter those receipt manually?

I'm worried about how this issue persists, ACromphout. 

May I know which specific app those transactions are coming from?

In the meantime, let's perform troubleshooting to mend this. Let's start with My colleague @ZackE, browser troubleshooting steps outlined above. If the problem persists, contact our Technical Support Team for further investigation of this situation in a secure environment.

Here's how:

1. Click the Help icon.
2. Select the Search tab. Then, Contact Us.
3. Choose a general topic where your concern falls. Or, click Ask about something else.
4. Explain your issue in words. Once done, tap Continue.
5. Pick how you want to connect with us: Chat or Callback.

Our support hours are Monday to Friday, 6 am to 6 pm PT, and Saturday, 6 am to 3 pm PT.

Alternatively, yes, you'll have to enter the sales receipts manually.

If you'd like to download your transaction automatically when you connect with your bank, check this article for guidance: Categorize online bank transactions.

Please keep us posted if you have any other questions regarding the matching transaction. We're here to assist you. Take care.

Hi, I did the exclude, undo and add trick as mentioned it one of the answers and it worked. Transactions are coming in from Square. This is the first time in two year I have encountered this.

This particular solution feels a bit crazy, but logging in with an incognito window solved the issue for me.  Thanks!

Great news,zcsteele.

Thank you for updating us and letting us know that logging in using incognito window mode to help resolve your issue. Your willingness to try different solutions is truly commendable, and it shows great resourcefulness. 

If you have any more questions or need further assistance in any QuickBooks concern, just let us know. We'll be pleased to help you further.