Not to worry, @gvgl2020. I'm here to help you match your payments to bills from your bank feeds.
Have you tried using the filters available when finding a match? There are a few ways to find what you're looking for. You can select a specific transaction type and time period to narrow down the results. You can also use the Search field to locate transactions by amount, reference number, or memo.
- Go to the Transaction menu and select Banking.
- Select the tile for the account you want to review.
- Select the For Review tab to start your review.
- Select the deposit to expand the view.
- Choose Find match.
- You can use filters/search to locate transactions. Remember to use a dollar sign or decimal point when searching for dollar amounts.
If the bills are still not showing up under suggested matches, let's perform basic troubleshooting steps. Issues like this are usually the result of outdated or corrupt cache files in your web browser. Let's start by accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:
- Chrome: Ctrl+Shift+N
- Firefox: Ctrl+Shift+P
- Safari: Command+Shift+N
If it works, I recommend that you clear your browser's cache. This way, you can access QuickBooks with a clean slate. You can also switch to a different supported browser to see if it has something to do with your browser.
Here are some resources that will help you in managing your bank feeds:
Please come back and post about your results after the troubleshooting, @gvgl2020. It's my priority that you find the success you need.
