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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Replying to:
Catherine_B
QuickBooks Team

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I can help you match your sales transactions, Emlyn.

 

It can be you're unable to find a match due to the transaction is outside of the date range you are searching for or the sales receipt is over 90 days old. You can try opening the transaction you recorded in QuickBooks and check the date you created it. Then, you can go back to the Match transactions page if the transaction is now showing. 

 

After verifying the dates and you still get the same error, we can check if the issue is caused by browser-related issues. First, let's try login and match the transactions using a private browser, here's how:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

If it works fine, I recommend clearing your regular browser's cache to start fresh. Cache files can cause unexpected behaviors on a program when they are piled up. However, if it's still not working, please switch to another browser.

 

You can also consider excluding the bank downloaded transaction if you're still unable to do so. Excluding the transaction in the for review section will not affect your figures within QuickBooks and this can also prevent duplicates in case you accidentally add it.

 

You'll want to check these articles where you can get more information about handling your payments in QuickBooks Online:

 

We are right here if you need help with QuickBooks. Take care!

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