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Simplify payday and set payroll to run automatically on QuickBooks.Explore Intuit QuickBooks Workforce

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Gentek
Level 3

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I appreciate the suggestion! 

 

This is definitely a function of time in the software.  I have tried to use a private window and also clear any browser cache, but the problems are the same.

 

It's not just receipts, but invoices and journal entries as well that only go back about 6 months.

 

For example: if I create a journal entry for a bank transaction that happened in say March 2021, it will not find a match for it.  I can go into 'Find Match' and locate it that way no problem, but the actual auto-matching feature which then displays the green MATCH button in the banking section doesn't work past that time.

 

This has been documented in other areas here on the forums, so I know that's the issue as far as the journal entries and invoices go.

 

Was really hoping someone could just push this out to a year somehow easily in the backend of our system, but it doesn't sound like the issue is well known.

 

I'm sure that most are not allowing transactions to go unchecked for so long, but I know there are others out there with this issue after searching.

 

Things can obviously still be put in their correct places, but it involves adding a new PDF to each banking transaction manually, which takes time for them to upload and save.

 

Thanks,

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