This is not the experience we want you to have when matching your bank transactions in QuickBooks Online (QBO), SSI3. Let me provide you with details about matching transactions.
When using the matching feature in QBO, it's important to remember that two different types of transactions cannot be matched. For instance, a deposit transaction cannot be matched with a refund transaction. Matching transactions should involve similar types of transactions to ensure accurate accounting and proper reconciliation.
For the accuracy of your financial records, I suggest referring to your accountant so they can help you out. If you don't have an accountant, we can help you find one. Feel free to visit this page to find an accountant for your business: Find a QuickBooks ProAdvisor.
If you encounter any difficulties managing online bank transactions, please don't hesitate to let me know by leaving a comment below. The Community is available and prepared to help you whenever you need it.
