Quickbooks won't show match receipt if bank transaction is lower than the receipts

That seemed to work out great - after I put in all the numbers hit save it then said match. There were a few even tho the numbers balanced and I hit save it did not give me the match. But it seemed to still work. 

I'm not sure that the issue is fully resolved.  I've been having the same issue and customer support has been unhelpful. The key issue in the original query is that Quickbooks is not showing all of the receipts - it has nothing to do with the adjustments that may be needed.  A full month of receipts can be entered and a match (to the bank deposit) is not there. Then you go to another deposit to match and suddenly a handful of the dates populate (including the one you were previously looking for).  It's haphazard and I tried to see if it was an issue with how the sales receipt is entered, but they are all entered the exact same way (including sales synced from Square). So why are some sales showing at times or none at all? And yes, I've checked the dates Any help is greatly appreciated.

I can share some details about why bank deposits won't match with the sales receipts, NatB4.

There are cases where some of the transactions can’t find their match from existing records in QuickBooks. Here are the possible reasons why.

• The payees don’t match
• The amounts don't match
• The dates don't match or aren't close
• The transaction is older than 6 months.
• The bank account on the payment is not the same as the bank where the match is located
• The payment has been reconciled
• The transaction is already matched to something else.

The following information below is the options to match bank transactions.

• Match with an existing transaction
• Confirm paired bank transfers
• Add a new transaction
• View and review multiple matches.

I'm adding this link to help you match transactions depending on the process you'll want to choose: Categorize and match online bank transactions in QuickBooks Online. Then, go to Step 2: Review and categorize downloaded transactions and follow the steps for each option.

If everything matches, you know your accounts are balanced and accurate. I recommend reconciling the bank account every month. Here's how to get started: Complete reconciliation guide.

Stay in touch with me if there's anything else you need by commenting below. I'll be right here to help match your bank transactions. Have a good one!

Thank you @MaryLandT  for the reply. However, the reasons outlined do not apply.

The question is not that the bank deposit won't match with the sales receipt. The question is why in a scenario where the sales receipts are there (barring all that you've outlined below), what is causing the "Match transactions" module to not pull/show ALL of the receipts - none of which have been previously matched for the prescribed time period and keeping the default "All" transaction types.

 I.e. - If manually input or synced sales receipts for any random time period are never matched to their deposits for that same time period, I expect to see all receipts in the “Match transactions” module. Regardless of the amount - the dates should be there.

I'm questioning the coding behind the query, because the query is not behaving logically.  I think you'd need to work with a real/test data set to see what's happening to offer an applicable response.

This is not the kind of service we want you to experience, @NatB4.

I also want QuickBooks to allow this as much as you do. I know how advantageous it is for you and for other users to see all receipts in the Match transactions module, regardless of their amount and date in QuickBooks Online (QBO).

That said, I recommend leaving feedback to notify our software engineers about the feature you need. In this way, they can take it into account for future product improvements.

To send your input, here's how:

1. Open your QuickBooks Online account.
2. Go to the Gear icon and select Feedback.
3. Type in your suggestion and click Next.

Additionally, I'll also share this article that can serve as your reference if you want to learn what to do if QBO doesn't match your bank statement at the end of a reconciliation: Fix issues at the end of a reconciliation in QuickBooks Online.

Feel free to leave a reply if you require further assistance with matching bank transactions in QBO. The Community team always has your back.

Thank you @DHeraV. Your recommendation is appreciated - will do!

Using the Bank Deposit method worked great! I looked for a couple hours trying to find a solution. This one worked for me. Thanks,

It's a pleasure to have you here, @Curtis0401.

I’m glad that my colleague was able to help with your concern.

Please know that you’re always welcome to post in the Community space for any QuickBooks concerns you may have.

If you need tips and resources to manage your QuickBooks Online account and finances, feel free to visit our Support page to learn more. This provides information to help your navigation experience be more effective.

Let us know if you have other concerns with matching sales receipt in QuickBooks. We'll be happy to lend a helping hand. Stay safe!

I'm having the exact same issue and it seems to happen very randomly. Sometimes, even if the deposit amount is lower than the Sales receipt the match will show and other times it will not. Very frustrating and makes it difficult to balance the account. I will review your link for resolving reconciliations but this should be a standard feature for QBO. I should be able to match the deposit to any sales receipt that I choose.

I get annoyed that this simple problem with their algorithim isn't addressed, as if it's not important to them. I put up with it until I'm able to find another software that comes close to the other things that QBO does well (but for small businesses QBO is one of the few user friendly options). The only option is to not "match" but to just book it as a "transfer" using the "undeposited funds" account.  So you end up with hundreds/thousands of transactions behind the scenes just hanging out waiting for a "match" that will never happen because you had to book it as a "transfer".  Did I say how annoying this is? LOL