Transactions in QBO that the bank feed wont match once uploaded

Hello, @Mizrabbit.

I'm here to share details about matching downloaded bank transactions in QuickBooks Online (QBO).

There are a few possible reasons why the system didn't auto-recognize any possible matches with your downloaded bank transactions. Among these are:

• The existing entry was manually cleared in the register. 
• The amount in QBO is different from the downloaded transaction. 
• The transaction type is different. 
• The transaction is older than 180 days. 
• The existing entry was recorded in a different bank account. 

Since you already confirmed that the transactions are still now cleared in the register, let's ensure that the existing expenses are associated with the correct bank account by manually opening the them. Once done, go back to the For Review tab and refresh the page to check if the downloaded transaction is now showing a suggested match in the program.

If the same thing happens, let's log in to your QBO using a private browser (incognito). This will help us check if this is a browser-related (cache and cookies) issue. Here's how:

• Press Ctrl + Shift + N (Google Chrome).
• Ctrl + Shift + P (Firefox).
• Control + Option + P (Safari).

If everything looks good, return to your default browser and perform a clear cache to refresh the system. However, if the issue persists, try using other supported browsers.

To learn more about managing and matching bank transactions in QBO, consider checking out these articles:

• Tips for Working in QuickBooks Online’s Bank Feed: Matching Transactions.
• Categorize and match online bank transactions in QuickBooks Online.

For more tips and other resources, I also recommend visiting our website for future reference: Self-help articles.

Please let me know if you have follow-up questions about bank transactions or anything else QuickBooks. I'll be here ready to help. Keep safe.

Thank you for the reply. I have done all that you suggested. I opened the expense manually and saw it is in fact going to the correct bank. I have also cleared my cache and still I can only see the Add feature. These expenses were created from the receipt capture feature back in early 2021. I can review the receipts and how the owner categorized them and it was correct. Could the snap feature be part of the problem?

Thank you for the reply, I don't know that my first reply posted. Anyhow I have done as you instructed and checked the expense manually and it is the right transaction type and the correct bank account. The owner created the expense from the receipt capture and I am wondering if that has something to do with it? Although I reviewed that and it looks to be correct as well. I have also cleared my cache and still nothing is different.