Welcome back to the Community, userothfbiz! It's great to see you here! Matching transactions is a valuable practice for maintaining the accuracy of your financial data. I’m here to guide you through any troubleshooting you need, so you can categorize your information effectively.
QuickBooks shows matches with the same dollar amount and date, within 90 days before or 20 days after the entry date. Since all your data matches but hasn’t been recognized, you'll have to find the match manually. Here are the steps you can follow to complete the process:
- Go to Transactions and select Bank transactions.
- Choose the tile for your linked account.
- From the For Review tab, locate the entry and click it to expand the view. Then, hover to the Find other matches button.
- In the Find other matches window, locate the invoice on the list.
- Hit Match.
For a comprehensive guide on matching bank data in QuickBooks Online (QBO), please see this article: Confirm suggested matches for bank transactions.
However, if this matter continues, I suggest clearing your browser's cache to remove any outdated files. This step can significantly enhance your QuickBooks experience and boost overall system performance.
Moreover, I recommend reconciling your bank accounts regularly (every month). By doing this, you’ll ensure consistency with your monthly statements, which will help maintain accurate financial records.
Additionally, have you had a chance to explore our QuickBooks Live Expert Assisted team? They excel at simplifying revenue and financial management! I highly recommend checking out their services; they could greatly enhance your accounting experience.
With this information, you’re ready to confidently match entries in QBO. If there are any additional questions or further clarification about the process I provide, please don’t hesitate to click the Reply button. I'm here for you whenever you need assistance. Wishing you a wonderful day, userothfbiz!
