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Ire Return
Level 1
posted
‎July 13, 2021 02:09 AM
last updated ‎July 13, 2021 2:09 AM

Bank Reconciliation - When trying to find a matching transaction by changing a date to an earlier date, the list of transactions does not update. No problems before

 
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3 Comments 3
Ethel_A
QuickBooks Team
QuickBooks Team
‎July 13, 2021 04:14 AM

Bank Reconciliation - When trying to find a matching transaction by changing a date to an earlier date, the list of transactions does not update. No problems before

Hello there, @Ire Return.

 

The cache can cause discrepancies if too much data is stored in it. Clearing it will allow your browser to function more efficiently.

 

Here's how to clear Chrome's cache:

 

  1. Open Chrome on your computer.
  2. In the upper right, click More.
  3. Choose More Tools, then Clear browsing data.
  4. Choose a time range from the top. Select All time to delete everything,
  5. Check the boxes next to "Cookies and other site data" and "Cached images and files,"
  6. Click on Clear data.

 

You can also check on how to troubleshoot unexpected browser behavior.

 

Another workaround is to sign in to your QBO using a private browser (incognito). This will help us check if this is a browser-related (cache and cookies) issue.

 

Here's how:

 

  • Press Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox).
  • Control + Option + P (Safari).

Additionally, you can check on how to categorize and match online bank transactions in QuickBooks Online.

 

Let me know if you have other questions related to matching transactions. I'll be here to help you.

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Ire Return
Level 1
‎July 15, 2021 06:58 AM

Bank Reconciliation - When trying to find a matching transaction by changing a date to an earlier date, the list of transactions does not update. No problems before

Hey , 

 

thank you for your reply. I did clear the cache as per instructions, but it didn't work. It did work though when I ran it through incognito browser. 

 

Any thoughts what else I can check in my browser in order to work it in normal mode? 

 

thank you for your help

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LollyNino_C
QuickBooks Team
QuickBooks Team
‎July 15, 2021 09:01 AM

Bank Reconciliation - When trying to find a matching transaction by changing a date to an earlier date, the list of transactions does not update. No problems before

I appreciate your effort in performing the troubleshooting steps, @Ire Return. 

 

QuickBooks will consider it a match if the downloaded transaction has a similar amount to the one you have in your check register and the transaction dates should also fall within 90 days. 

 

Since the issue persists, I recommend getting in touch with our Customer Care Team. They have the tools to help further investigate the main cause of this issue. Here's how:

  1. Sign in to your QuickBooks account.
  2. Go to the Help icon, and then click Contact Us.
  3. Type in "having an issue connecting to an Industrial bank account" in the dialogue box.
  4. Click the Let's talk button.
  5. You can either choose Start messaging or Get a callback.
  6. Enter the needed information to start the conversation.

To make sure we address your concern on time, please can check out our support hours.

 

For future reference, read through this article: Fix mismatched or miscategorized transaction. It helps you learn about how to review and find the match with the one you've already create to avoid duplicates. 

 

Feel free to read this article for more information about Online Banking: How to Use Automatic and Manual Online Banking Updates?

 

Please comment below if you have any other concerns, The QuickBooks Community team is here to help you.

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