Hello there, @eworld-arpi.
I'm here to ensure you'll be able to match your bank transactions with the correct invoice payments in QuickBooks Online (QBO). This way, you can keep track of your payment transactions and manage them accurately.
When QuickBooks looks for matches, it reviews the recorded transactions for possible match. These transactions will show as “# records found" under the Category or Match column in the bank's For Review tab.
Here are several reasons QuickBooks isn't reconize a match:
- The transaction is older than 180 days.
- The dollar amount in QuickBooks is different than what cleared the bank.
- The transaction type is different in QuickBooks than at the bank.
- The transaction was recorded in a different bank account.
- The transaction from the bank is a payment/ deposit of two or more open transactions in QuickBooks.
Once you're sure that the payment transactions are recorded in QuickBooks, you'll have to use the Find Match tool to expand the details and resolve it manually. You can either turn on the Suggested Matches option or you can use the Search feature to locate transactions. Let me guide you how.
- Go to the Banking menu.
- Locate the bank's blue tile.
- In the For Review tab, select the bank transaction to expand the details.
- Click the Find match button.
- In the Match transactions window, enable the Suggested Matches feature.
- You can also type in any details of the payment in the Search field to locate it right away.
- Select the box before the Date column to select the match.
- Click Save once done.
After reviewing all your transactions, I'd recommend reconciling your account every month. This way, you'll detect errors early and monitor the growth of your business. For the complete details, kindly refer to this article: Reconcile an account in QuickBooks Online. It also contains information on how to edit completed reconciliations.
Please let me know if you have other concerns. I'm just around to help.
