TXFlipo
Level 1

Banking

Kevin_C,

Thanks so much for you reply and assistance with this matter. However, your instructions and screen shots did not exactly match my version of QBO.  Steps 1 – 3 were fine. My screen matches what you show for step 3.  However, at step 4, my screen is totally different from the one you provided above.  I do NOT have a “Suggested Matches” button. This is what my screen looks like after I select the “Match” button:

 

TXFlipo_0-1731976765202.png

 

 

As you can see, no match was found. The dates shown in the above cover the period of the $1738.50 transaction (11/17/2023) but as you can see there is no match. It’s as if QBO is not looking back that far in the transaction history.  I have seen multiple mentions if the transaction is older than 180 days, QBO will not find the match.  Why is it I can manually mark or unmark a transaction as being reconciled but I can’t do the same with an onIine banking match.  I need to get this re-matched so the transaction does not show up as having to be “reviewed”.