Hi there, jbrow282.
I'm here to help resolve the issue you encountered in the Find Match section of QuickBooks Online (QBO).
There are several factors to consider if your journal entries aren't showing up:
- Date Mismatch: Ensure that the date of the journal entry aligns with the date range of your bank statement.
- Amount Mismatch: Check that the transaction amounts match exactly; any discrepancies could prevent a successful match.
- Different Banking Institutions: If the journal entry originates from a different bank, it may not show up in the expected section.
- Reconciliation Status: Confirm whether the journal entry has already been reconciled, as this might affect its visibility.
- Linked Transactions: Make sure the journal entry isn't linked to transactions from another bank, which could cause it to not appear where expected.
It would be best to review the details to ensure that the bank account and its associated expense account are aligned.
You can also consider getting some advice from your accountant to keep books accurate and expense accounts to use. Do you want to have one? Visit this article: The ProAdvisor Program.
Once everything is in order, proceed to match your downloaded file with your existing transaction. See this page for your additional guide: Match online bank transactions in QuickBooks Online.
In addition, I've got here some helpful articles that you can check on handling your bank account:
Moreover, did you know we provide a complimentary session with our QuickBooks Live Expert Assisted service? Our experts excel at making financial management effortless and offer tailored advice, especially in managing your sales.
We'll be here to continue helping if you have any other concerns or questions about managing your account in QBO. It's always our pleasure to help you out again.
