Thanks for joining this conversation, Daryn.
Allow me to jump in and help fix the issue you're having with matching bank transactions in QuickBooks Online (QBO).
There are instances wherein transactions can’t find their match from existing records in QBO. These are some possible reasons:
- Dates don't match or are not close
- The bank account on the payment is not the same as the bank where the match is located (Or the connected bank account is set up as a credit card)
- The amounts don't match
- The payment has been reconciled
- Multicurrency issue with exchange rates
- Its already been matched to something else
If QBO didn't find the right match, you can either manually find a match by selecting the Find Match section. Here's how:
- In QBO, go to the Banking menu on the left pane.
- Proceed to the Banking page.
- In the For review tab, click the transaction.
- Tick Find Match.
- Select the transaction to match.
- Hit Save to complete.
To learn more about managing and matching transactions in QBO, check out this article: Categorise and match online bank transactions in QuickBooks Online.
In case you've matched the wrong transactions, you can refer to this article for the detailed steps on how to undo or unmatch them: Unmatch downloaded bank transactions or move them to another account.
You can consider utilizing the bank rules feature in QBO. This will automatically categorise your bank transactions. Visit this article future reference: Set up bank rules to categorise online banking transactions in QuickBooks Online.
Please let me know if you have more questions about this or anything else. I'm more than willing to assist. Take care.
