Hi there, @Akdesign.

We currently have an on-going issue where users aren't able to match transactions in QuickBooks Online. Rest assured that our product engineers are diligently working for a fix.

To ensure you'll get an update about the resolution status, I recommend contacting our Phone Support Team. This way, they can add your company to the list of affected users and provide this investigation number for easy tracking: INV-43157.

To reach them, click the ? Help button and select Contact Us to talk with a live agent.

Just in case you want to categorize bank transactions, feel free to check out this article for more guidance: Assign, categorize, edit, and add your downloaded banking transactions.

Thank you for your patience while we work for a fix. Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Have a great day.

Thank you for joining the thread, @Anonymous.

The issue of matching transactions was already closed, and I personally want to get this fix for you.

When matching transactions, you'll want to check the filtered date and make sure it hasn't been matched yet. Here's how:

1. Go to the Banking menu, then select a transaction you want to find a match.
2. Click the Find match radio button.
3. Change the date To field.
4. A list of transactions will show and you can choose a match.
5. Hit Save.

If the filtered date was set correctly, let's try logging in to your QuickBooks Online (QBO) account using a private or a different browser. This way, we can check if it's a browser data issue.

If this works, it means that you need to clear the browser's cache so the system can start fresh. 

If you get the same result, I highly recommend contacting our Phone Support Team. This way, they can further investigate this matter and provide additional steps to get this resolved.

I'm always here to listen if you have other concerns with QuickBooks. You're welcome to post again or leave a reply below.

I appreciate you performing the steps above, Michelle.

I'm here to route you to the best support team available that can help you further on this matter. Since all the troubleshooting steps didn't fix the issue, I'd recommend contacting our Phone Support Team. This way, they can investigate the cause of this glitch and get this resolved from there. 

Here's how to contact them:

1. Click the Help icon at the top to open the QB Assistant window.
2. Tap the Talk to a human menu and enter the issue.
3. Next, click the I still need a human button and select the Contact us link.
4. For real-time assistance, choose the Start messaging or Get a Callback to speak with an agent.

As always, you can visit our Help Articles page to learn more tips and watch video tutorials to learn your way around QuickBooks Online.

Please keep in touch with me here for all your QuickBooks needs. I'm always happy to help. Have a good day ahead.

I know this is old but it is a pain.

This has nothing to do with banking or invoices.

If the amount from the bank is less than the invoice or Journal entry, it will not show it.

Here is one example:

Trying to match a deposit in the bank feed for $300, the Journal entry is $400. When you try to match it, it will not show up, but if I chose another deposit that is $500 it will show up.

That is the problem.

Please turn off those filters or give me the option to filter.

Hi there, alt3.

I'm here to share some insights on how QBO handles your online banking transactions.

When you connect your bank account, QuickBooks analyses your downloaded bank transactions against your locally entered data to match them. It also suggests categories for each downloaded transaction based on your previously accepted entries.

Often the reason why QuickBooks is unable to show the correct match is because the actual amount or date of the transaction is off. You'll want to check the original entry to ensure that the final amount and date match the transaction in your bank feed.

However, if it still not showing the correct transaction, you can turn off the Suggested Matches filter to see the full list. Here's how:

1. Select Banking from the sidebar menu.
2. Go to the Banking tab, then choose the appropriate bank account.
3. Locate the transaction you want to match, then click it to expand the view.
4. Select Find match.
5. Adjust the date and transaction type filter, then toggle off the Suggested Matches option to view the full list.
6. Tick the checkbox of the transactions that should be matched to the downloaded transaction.
7. Be sure the total amount is correct, then click Save. 

I'd also encourage setting up bank rules so it would be easier for you to categorize and add the transactions.

In addition, here's an article that you can read to learn the different tips and tricks in matching online banking transactions: Tips for Working in QuickBooks Online’s Bank Feeds.

Just tag me in your replies and posts if you have any other concerns or follow-up questions. I'm always here to help.

I'm having this problem, too.  There's really been some odd behavior - e.g., somehow getting many more possible "transactions to match" when I NARROW the date range!

In trying to follow your recommendation, though, Klent, I get as far as Step 5 - where is the "Suggested Matches" toggle?  I don't see anything like that on my screen.  Under the header, the option fields are "show", "search", "from", and "to".  The next line is simply, "Select transactions to match".  The gear to the right brings up an empty field.  There are the boxes to check for each transactions, of course, but the only other options on the page are "resolve difference", "cancel" and "save".  

I see your note is from just a few months ago - could the layout have changed in that time?

Greetings, @oceanbeachesglass.

I want to make sure that all of your transactions in QuickBooks Online are in sync.

There were no changes made to the interface about what my colleague has provided. If you still can't find the suggested transactions to match after doing the filter, you'll need to review the payment and make they're deposited to the same register. Then, check if they're deposited to the right bank account.

If the Deposit to account is under Undeposited Funds, you can correct it to the account you want the payment to go to.

I'll show you how to do it:

1. Go to the Accounting menu. Then, select the Chart of Accounts tab.
2. Locate and open the invoice.
3. Click on Receive Payment.
4. From the Deposit to field, check if the account is correct.

Once done, you can go back and match the transactions again.

To learn more about handling invoices, you can check out these guides below.

• Record invoice payments in QuickBooks Online
• Add, customize, or remove logos on sales forms
• Customize invoices, estimates, and sales receipts in QuickBooks Online

Feel free to message us back if you need further help with QuickBooks and bank transactions. The Community is always willing to back you up. 

Hi Mich,

I'll give you an example.  I have a series of Stripe transactions to reconcile in my Bank account.  One is from 8/5/2020, is labeled in bank memo as "stripe...deposit".  When using Find Match, I get about 30 possible Payments to match, and one single Journal entry (dated 8/2/2020 - I handle the fees and all that with journal entries).  The filter is set to "ALL", and the date range is 5/7/2020 to 8/15/2020.  The journal entry that does appear is one of two that the deposit consisted of, and one of three that are unmatched in my Bank Register.  I get NO option for "Suggested Matches".

The next deposit from Stripe is from 9/16/2020, with the same memo from the bank as the other.  When I do the Find Match, I again get 30 or so Payments that appear, THREE journal entries (dated 8/2/2020, 8/2/2020, and 8/4/2020).  The filter is set to "ALL" and the date range is 6/18/2020 to 9/26/2020.  I again get NO option for "Suggested Matches":

The next one (not to belabor the point - there is a change), is from 9/17/2020.  This time, there are only 4 suggested transactions, ALL Payments (i.e., no journal entries) - dated from 6/27/2020 to 7/6/2020.  The filter is set again to ALL, and the date range from 6/29/2020 to 9/27/2020.  HOWEVER, on this one, "Suggested Matches" DOES appear, and is automatically clicked "on" for these results.  If I unclick it, all those Payments and the previous 3 journal entries appear.

All three of these Bank entries for Stripe appear to be exactly the same - other than for date and amount - yet I get different behaviors with each. 

Why does only one journal entry appear in the first, and three in the other two, when all three of those journal entries are within all three date ranges?  It's not because of the accounts in the journal entries being incorrect - they wouldn't show for any matches if that were the case.

Why does "Suggested Matches" appear in the third and not in the other two?  At first I thought maybe something changed in the QBO software between last Aug and Sep, but I have later Stripe deposits that all show the same kind of variations. 

Finally, the above situation comes from Chrome, in private mode.

Hi oceanbeachesglass!

Thank you for the additional info. Let me further assist you with the downloaded bank transactions.

QuickBooks Online will find a potential match based on the details of the transactions. These include the date, description, categories, and amount.

In addition, the system will try to remember how you categorize the previous entries. It can also affect the suggested matches.

You'll want to perform some browser troubleshooting to resolve those entries that aren't showing. In addition to the private window, you'll want to clear the cache and make sure you're using a supported and up-to-date browser. 

I also added this link you can check: Reconcile an account in QuickBooks Online. This can help you in balancing your accounts in QuickBooks Online.

Leave a comment again here if you need additional assistance. Take care!

I'm aware of all that.  I've read enough QBO support to know to take those steps when something comes up.

So, I:

1.made sure Chrome is up to date

- cleared Chrome's cache, etc.

- tried it again

- got EXACT same results

2. went into Chrome private mode

- got EXACT same results

3. went into MS Edge, updated, etc.

- got EXACT same results

4. went into Firefox, updated, etc.

- got EXACT same results

As a summary, then:

1. I get different possible matches for each specific type of transaction - Stripe deposits to my bank in this case - while using the same date range

2. I get the Suggested Matches option only on SOME Match Transaction attempts - but somehow QBO is consistent as to which ones

3. on some transactions, I've even INCREASE the number of possible matches when I NARROW the date range!!! 

4. as far as remembering past transactions, QBO keeps suggesting the "Bank Fees" account for all my Stripe deposits - and I've NEVER categorized one into that account

I'm thinking that there MUST be something different about these transactions to create the different behavior - something that isn't visible to me.  Why would QBO treat one Stripe deposit differently than another? The absolute only thing I see different from one to another (other than date and amount ) is a unique alpha-numeric code at the end of the Bank Memo, and I can't image that could influence much. 

But can you tell me what criterion triggers the Suggested Matches, for instance?  That would at least be a start.

Or is there possibly some difference between transactions that have come in via the QBO Bank import, as opposed to by the automatic downloads?  Although the majority of 2020's transactions came in via QBO Bank import, my problems seem to involve only those.

Or is one version (i.e., Business vs Accountant view) that's superior?  Would the Accountant version of QBO maybe help?

My QBO always opens as "app.qbo.intuit.com".  I don't recall it starting with "app" in the past - is there maybe some other URL that might work better?

Anyway, I think there's every indication that the browser is not the problem.

Thanks for coming back for more support, @oceanbeachesglass. As additional insights, QuickBooks knows that the transaction you've already entered is the same downloaded transaction. Hence, the Match suggestions will only appear so you can link them together to avoid duplicates.

When QuickBooks couldn't find an existing matching transaction, it will let you Add to create a new transaction using the details from your bank or credit card.

For more insights, read through the View and review multiple matches section outlined in this help article: Assign, categorize, edit, and add your downloaded banking transactions.

Let us know how this works for you. We're always around to help in any way we can. 

How do u correct the end of the month reconciliation? Doing it manually? 

It's good to see you hanging around here in the Community, @bolenjonathan.

Yes, we will need to manually check if QuickBooks Online doesn't match your bank statement at the end of a reconciliation. You compare transactions in QuickBooks with identical ones on your bank accounts when you reconcile an account. After checking everything, there should be US $0.00 between the ending balance in QuickBooks and your bank statement. If the ending balances don't match, don't worry. Here's how to find and fix issues so you can finish reconciling:

Step 1: Review the opening and beginning balance.

• If you haven't already, review the opening and beginning balances. When you know they're accurate, you move on.

Step 2:  Check the ending balance you entered. When you start a reconciliation, you enter the ending balance from your bank statement. QuickBooks uses this to check for accuracy. Make sure you entered the correct amount:

1. While you're reconciling an account, in the Reconciliation window, select Edit info.
2. Review the Ending balance and Ending date.
3. Check your bank statement. Make edits as needed.
4. When you're done, select Save.

Step 3: Combine multiple transactions into a single transaction.

• If your bank combined several payments as a single record, you should do the same in QuickBooks. Sometimes, we enter payments individually, which makes us think there's an error. If you notice you didn't combine the same payments in QuickBooks, put them into the Undeposited Funds account. Then make a Bank Deposit to combine them into a single record.

For more trouble shooting tips, feel free to browse this article for reference: Fix issues at the end of a reconciliation in QuickBooks Online.

Leave a comment again here if you need additional assistance. Take care!

Here it is 4 years later and this is STILL an issue

My main goal is to ensure the issue you've encountered gets sorted out, Val67.

For me to provide an accurate solution to your concern, I'd like to know the specific issue you've experienced in QuickBooks Online. Sharing a screenshot would be a great help, too.

Additionally, you can browse our View All Help article page to help complete your QuickBooks tasks.

I'll keep an eye on this thread to ensure I'll provide the assistance you need.