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February 15, 2024
Question

Why can't I match my transactions? Keep trying only started happening in last week, screen just says an error has happened cannot match transactions.

  • February 15, 2024
  • 1 reply
  • 0 views
Match transactions are not going through ?

1 reply

February 15, 2024

Let me help you fix the issue you're having with when matching transactions in QuickBooks Online (QBO).

 

Let's perform some troubleshooting steps to isolate the error you've encountered. There are times when the browser is full of frequently accessed pages thus causing some unusual behavior of the system. You'll have to first log into your QuickBooks account using a private browser (incognito). Here's how:

 

  • Google Chrome: Ctrl + Shift + N
  • Microsoft Edge: Ctrl + Shift + P
  • Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Once signed in, go to the Banking page, we can make use of the Find Match function to display all the transactions that could potentially match. To accomplish this, follow the instructions provided below:

 

  1. Go to Banking and select the Banking tab.
  2. Click the Find other records button.
  3. In the Match Transactions window, put a checkmark on the transactions that should match the downloaded transaction.
  4. If the transaction you want to match is outside the date range displayed, update it. You can click the date field to manually change the From and To dates.
  5. Select Save if the total amount of both transactions is the same.
  6. Click Save.

 

You can refer to this article for the complete guide on how to add and match downloaded transactions in QBO: Categorise and match bank transactions in QuickBooks Online.

 

If it works, return to your regular browser and clear its cache and cookies. This will refresh the system and remove older data that causes viewing and performance issues. However, if the error message continues, you can use other supported browsers to perform the task.

 

Once everything is matched, you can now reconcile the transactions. Check out this guide on how to do it in QuickBooks Online: 

 

 

Kindly post an update on how things go on your end. I want to make sure we're able to match banking transactions and I'll be right here when you need anything. You have a good one.