Hi there, PMCDude.
Let's get to the bottom of this together to determine why the system stopped matching your bank transactions.
QuickBooks Online automatically matches your bank deposits that correspond to QuickBooks Payments transactions. This option can be turned off. It's the reason why it stopped matching your entries.
I'm here to help you switch it back on:
- Go to Transactions, then Bank transactions.
- Select the Categorized or Reviewed tab.
- Click the Settings (⚙) icon at the top of the transaction list.
- Turn the Automatic matching switch On.
If it's already on, I recommend accessing QBO via a private window. It'll help us determine whether this is a browser cache-related issue. The search engine you regularly use when working on your books utilizes cached data to load web pages faster. However, excessive cache can lead to problems that cause QuickBooks performance to degrade and affect the account's functionality.
When using incognito mode, it'll assist us in determining its exact cause since this doesn't save your browsing history and doesn't accumulate cache. Here are the keyboard shortcuts:
- Safari: Command + Shift + N
- Google Chrome: CTRL + Shift + N
- Mozilla Firefox or Microsoft Edge: CTRL + Shift + N
Once logged in, verify if the transactions match. If so, clear the browser's cache. Doing so mitigates the issue and ensures optimal performance in QBO. Using other supported browsers also helps us verify if this is a browser-specific problem.
Additionally, it's recommended to review and reconcile your accounts periodically. Doing so ensures that your records are up-to-date and free of errors.
Do you require additional assistance with managing your invoices and online payments? Please do not hesitate to include them in your response. I'll be right there to help you whenever you need it!
