Match Button missing from View Panel that lists multiple matching transactions in Banking

Sirbasku · ‎February 04, 2024

I have bank feed deposits with multiple matching deposits in QB with same $ amt.

I also have bank feed cleared checks with multiple QB checks with same $amt.

On some of these multiple matching transactions, when I click View to the right of the bank feed transaction to list the multiple matching QB transactions, it lists the transactions that match and I can select the proper QB transaction to match to, but the match button is missing, there is only a "Find Other Matches button" and "Add" button. Usually when I select one of the matching QB transactions there is a Match button there.

The work around is click find other matches button go to that screen then select the transaction and click save. But I shouldn't have to click "Find Other Transactions because the transaction is listed on the view transaction panel and i have selected it. Why is the Match button suddenly missing from the view panel which lists the multiple matching transactions?

SirielJeaB · ‎February 04, 2024

I can explain why the Match button is missing from the View Panel in Banking, Sirbasku.

QuickBooks automates downloading the latest transactions from your bank and credit card accounts. The system then attempts to match these transactions with records already in QuickBooks, such as an invoice, a bill, a receipt, or a payment.

When you see the Matches found message, it means that QuickBooks has detected possible matches between the downloaded transactions and those already entered in QuickBooks. You'll need to review the matching records found carefully and choose the correct match.

Once verified, click the Add button to match the downloaded record with the one you entered in QuickBooks. For more information on handling this matter, check out this article: Match online bank transactions in QuickBooks Online.

Please see screenshots for visual references:

You can also reconcile your accounts to compare and adjust your financial records to match the transactions listed on your bank and credit card statements.

Please keep us posted if you have additional questions or need assistance with your bank transactions. It's our priority to ensure this gets resolved promptly.

View solution in original post

Sirbasku · ‎February 04, 2024

Thank you for your prompt reply!

Ok I thought the Add button creates a new QB transaction rather than match to an existing one, so I was expecting a match button there. On the bank transaction list, clicking Add creates a new QB transaction. But the Add button on the view panel doesn't "add" a new QB record, it matches it. Got it, thank you!

AlverMarkT · ‎February 04, 2024

Hi, @Sirbasku.

We're glad to know that my colleague was able to help you with your concern.

You're always welcome in the QuickBooks Community if you have any QuickBooks-related concerns. We're committed to offering ongoing support. All the best.