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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:
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”.