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TUSSU
Level 5
posted
‎December 30, 2023 03:55 AM
last updated ‎December 30, 2023 3:55 AM

matching not working

Hi,

I have created a wages journal and when I look at the journal it tells me that there is 13 online banking matches

However, when I go to the bank feed the items are listed but I only have the option to ADD, if I click "Find Match" it does not find the transactions. I have checked that the dates etc., are correct. How do I Quickbooks online to pick up the matches?

Thanks,

Noel

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2 Comments 2
JamesAndrewM
QuickBooks Team
QuickBooks Team
‎December 30, 2023 06:27 AM

matching not working

I see you're experiencing an issue with matching transactions in QuickBooks Online. I've got you! Here are a few steps you can take to try and resolve the problem.

 

When you click the Find Match option in QBO, there are a few reasons why certain transactions do not appear. These are:

 

  • The transactions entered in QBO don't simply match the number, amount, date, or payee of your downloaded bank deposits.
  • The matching process for the transaction you wanted to reconcile is complete.
  • The system has already matched another downloaded transaction to the one you entered in QuickBooks Online (QBO).
  • The system downloaded the transactions twice. If you have already added these transactions to QBO and the CLR column has a lightning bolt icon, the system won't match them again.

 

Since you only have the option to Add, it means QuickBooks did not find an existing matching transaction. Instead, it started a brand-new transaction for you using the info listed from your bank or credit card.

 

All you have to do is ensure there isn't a match and approve the work:

 

  1. Find a downloaded transaction with the Add option in the Action column.
  2. Choose the transaction to expand the view.
  3. Review the recommended Category. It is the account QuickBooks wants to categorise the transaction into. For example, for a petrol expense, QuickBooks may suggest categorising it under expenses related to travel. You can always change the category and put it in a different account.
  4. Change the supplier or customer as needed.
  5. Review and add any other information that may be mandatory or missing.
  6. When everything looks good, pick Add.

 

For detailed information, refer to this article: Categorise and match online bank transactions in QuickBooks Online.

 

I'm adding these articles you can use in the future:

 

 

After having all the necessary information, you can add your transactions successfully. You may even proceed with reconciling your transactions. If you have any further questions about managing your transactions in QBO, please feel free to ask me. Have a great day ahead!

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TUSSU
Level 5
‎December 31, 2023 03:16 AM

matching not working

Thank you for your reply, I will work with your suggestions over the next few days and report back here on my findings.

Best Regards,

Noel

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