Banking

I appreciate you sharing your concern with the Community, @sah62. We need to verify the date and payee name to ensure they match. Let me clarify this further.

When creating a sales receipt, it is essential to ensure that the payee, date, and amount correspond with the downloaded bank transaction. Any discrepancies in the information will prevent it from appearing in the matching window process.

To modify the receipt, you can follow these steps:

1. Go to Sales, and click All Sales.
2. Under the Type dropdown, select Sales Receipts.
3. Find the receipt and click View/Edit.
4. Provide the correct date, amount, and payee.
5. Hit Save and Close.

After completing the process, you can find and match the receipt in the matching window.

Additionally, I am happy to announce that our QuickBooks Live Expert Assisted service is here to help you manage and categorize your transactions. Our experienced experts are ready to share valuable insights and best practices to enhance your financial management. Their expertise ensures a smooth and efficient approach tailored to your specific needs.

We'll be here if you still have other questions about categorizing your transactions. Have a wonderful day ahead.