Hi there, Grace. Thank you for reaching us your concern on how to match transactions in QuickBooks Online (QBO). I'm here to assist you in figuring out this problem.
You've mentioned that you're using "B" bank this month, may I know if the transaction you wanted to match is in the correct bank account? With this, you can easily match your transactions.
To successfully match transactions, ensure that you're in the same bank account where you have made all those transactions. QuickBooks Online will only match transactions that are created and linked in the same bank account. To use your "B" bank for this month, you have to create bill payment. When creating make sure that in the payment account tab, you're entering your second bank account which is recently active.
In QBO, you have to check all the important details in matching transactions because it will not be successfully matched if there are incorrect details. These are the important details that you should check in matching transactions:
- The amounts or dates don't align.
- The transaction is over 6 months.
- The bank account on the payment isn't the same as the bank where the match is located.
- The payment has been reconciled.
- The record is already linked to another transaction.
- The system will search for transactions within a 10% range of the bank transaction dollar amount when trying to match foreign currencies.
- Multiple currencies are involved, and the exchange rate has shifted significantly, making the amounts very different.
When done matching transactions, I'm adding this article to help you learn the reconcile workflow: Learn the reconcile workflow in QuickBooks Online.
If you have more questions, please don't hesitate to leave us a message and you'll be catered directly.
