When I click on "Find a Match" in transactions, nothing happens. Does anyone know why?

I'm pleased to have you in the Community, @mull1. I'll share some details on why you're unable to match transactions in QuickBooks Online (QBO). 

When you click the Find Match option in QBO, there are a few reasons why certain transactions, do not appear (QBO). Please see below:

• The transactions entered in QBO don'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 were downloaded twice. If these transactions have already been added to QBO and have a lightning bolt in the CLR column, they will not be matched again.

After confirming everything, we can utilize the Find Match feature to show all potentially matched transactions. Follow these steps to do that:

1. Go to Banking and select the Banking tab.
2. Click the Find other records button.
3. In the Match Transactions window, put a checkmark on the transactions that should match the downloaded transaction.
4. If the transaction you want to match is outside the date range displayed, update it. You can click 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.

You can refer to this article for the complete guide on how to add and match downloaded transactions in QBO: Add and match downloaded banking transactions.

 In case you would like to reconcile your account, here are a few additional articles to help you accomplish a successful reconciliation:
 

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

Please don't hesitate to get back in the thread if you have follow-up questions. Have a good one.

When I click on find match on any item in Transaction, nothing happens. Nothing. Repeat clicking eventually leads to a screen saying would you like to exist without saving.

"When you click the Find Match option in QBO, there are a few reasons why certain transactions, do not appear (QBO). Please see below:"

Nothing happens. There is no screen that appears.

Thanks for your prompt response, @mull1.

I know how much you wanted to match the transactions from your bank feeds to the records in QuickBooks Online. I'll be sharing additional information to resolve your concern.

After clicking the Find match option, you should see the Matching transactions window where the sales or expense list appears to select one of them. Please see my sample screenshot below:

In addition, make sure to adjust the fields for Show, Search, and the From and To (Dates) to narrow down your searches.

Furthermore, you may be having an issue with your browser since the screen doesn't appear. If this is the case, you can isolate this by running QuickBooks Online in a private browser or incognito. This browser mode is free from cache files that can interrupt QuickBooks Online functionalities.

While opening a supported browser, use of these keyboard shortcuts:

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P

After logging in, redo the process. If you can see the Matching transactions window, I suggest getting back to your regular browser and clearing its cache. Doing this helps the system to run better. You can also use other supported browsers as an alternative.

Once everything looks fine, you can directly use the methods we share. Like editing the date in your expense or sales record (must be a few days earlier or an advance date than the actual time it was posted in your real-time bank history) to let the system find a match automatically in the For review tab.

Or do a manual search by opening a transaction, then tick the Find match option and narrow down your searches. Please see the details in this article on the Match an existing transaction section: Categorize and match online bank transactions in QuickBooks Online.

I'll still be here if you need further assistance or concerns about matching your bank feed transactions in QuickBooks Online. Stay safe and well.

Clear cache(s)

Tried 3 different browsers:

• Chrome
• Firefox
• Edge

Tried two different computers.

Same result on all.

Thanks for keeping us updated and the steps you tried so far, mull1. 

I checked our list of open alerts, and I can't find anything related to issues being unable to find a match transactions in QBO. 

That being said, since the issue persists, I suggest reaching out to our customer support team. They'll be able to pull up your account in a secure environment, conduct further research with you, and create an investigation ticket if necessary. 

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. Tap Talk to a human. 
4. Choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert. 

Please check out our support hours to ensure we address your concerns on time.  

To keep your accounts and bank data accurate from time to time, I recommend checking these articles for tips and guides:

• Categorize and match online bank transactions.
• Reconcile an account

If there's anything else you need from me, feel free to comment below. I'm always here to help in any way I can. Have a great rest of your day!

I tried contacting customer service for three days. No one ever called. That's when I asked the question here.

Thanks for getting back to us and for the update, @mull1.

I want to ensure this matter is addressed timely, so you can match your transactions in QuickBooks Online (QBO) and keep your financial data updated.

For the time being, we have an ongoing issue where customers like you experienced no response from the system, or when categorizing transactions in the For Review tab using Find a match doesn't move them to Categorized. Rest assured that this issue is being taken care of with utmost urgency. Hopefully, you can get back to business and manage transactions in no time.

In keeping with this, I'd recommend contacting our Payroll Care team again. They can add your account to the list of affected users. This ensures you're in the loop about the investigation's status and its fix. To do this, here's how:

1. Sign in to your QBO company.
2. Go to the Help (?) menu.
3. Select the Search tab.
4. Click the Contact Us button.
5. Enter a brief description of your concern in the What can we help you with? field.
6. Select Continue.
7. Choose a way to connect with us (Send a message/Chat or Get a callback/Callback).

Also, I encourage you to reconcile your accounts in QBO regularly (every month). This helps monitor your income and expense transactions and detect any possible errors accordingly. You may want to check out this article as your reference to guide you in doing and fixing reconciliation in QBO: Learn the reconcile workflow in QuickBooks.

If there's anything else you need or you have other banking concerns and questions about managing transactions in QBO, I'm always ready to help. Take care, and I wish you continued success, @mull1.

The problem is certainly not resolved. I am curious why you think it was. In my last post, I wrote that Quickbooks support did not return any calls for three days.

Just to clarify, I got to the point where you ask for a human. No one ever returned the calls.

I was reviewing your answer to this question as I was hoping it might help with a situation I am having. When I select the "find match" it is pulling up a large list of items that have already been matched? Shouldn't these no longer be seen in the 'find match' feature?

I was reviewing your answer to this question as I was hoping it might help me with a situation I am having. Currently when I click on the "find match" for a transaction it pulls up a list of items, where many of them have already been matched. Why is it doing this? Shouldn't these no longer appear because they have already been matched with another transaction?

Welcome to the Community, Debsteranne.

When viewing your Find match screen, the Matching records found section will display already-matched transactions because they may be the proper match for the transaction you're in the process of matching.

You can choose the correct transaction, then select your Match button to match the records together. This process helps avoid duplicates.

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

If there's any additional questions, I'm just a post away. Have a lovely Wednesday!

Hi there, I just found a bank transaction for deposit. After I click on match and go back to check customer transactoin. There is no deduction shown up in customer account. In addition, when I select GO TO Register, the transaction wasn't there either. I have no where to find this deposit transaction any more. 

Hi there, Anmin. When you match a transaction in the For Review tab, it automatically transfers to the Categorized tab. I'm here to help you track it down.

We can look for that specific transaction by following these steps:

1. Hover over the Transactions menu.
2. On the Bank Transactions page, head to the Categorized tab.
3. Look and click the matched items.
    

If the transaction did not appear, head over to the Excluded tab. Then, hit Undo to bring it back to the For Review tab.


 

For future reference, you might want to check out these resources to help manage your transactions in QuickBooks Online:

• Manually upload transactions.
• Manually add transactions to account registers.
• Learn the reconciliation workflow.

Let me know if you need further assistance managing and locating your bank transactions. Feel free to add a response below. Best wishes, Anmin!