Are there settings to improve my bank rec? If there are a few options, QB always seems to pick the wrong one, the oldest one, even if it isn't a payment.

Thank you for bringing this matter to our attention, Sarah132. We appreciate you sharing your concerns regarding the transaction matching functionality in QuickBooks Online (QBO). We acknowledge the challenges you're experiencing and understand how this can impact your workflow efficiency. Let me address this for you.

When suggesting a match in QBO, the system will automatically select the oldest transaction. While this is currently part of QBO functionality, we value customer suggestions as opportunities to enhance our product features. I encourage you to share your insights and recommendations regarding this feature.

Here's how you can submit your feedback:

1. Click on the Gear icon.
2. Select Feedback.
   
   
3. Enter your suggestion and click Next to submit feedback.
   
   

Your feedback will be forwarded directly to our Product Development team for careful consideration, ensuring continuous improvement of your experience with our software.

In the meantime, you may find it helpful to use the Find other matches feature to manually select the correct transaction.

Additionally, we recommend regularly reconciling your accounts in QuickBooks Online to ensure they accurately match your bank and credit card statements. This practice helps maintain the integrity of your financial records and allows you to catch any discrepancies or errors early.

We're committed to your success and look forward to continuing to serve your business needs. If you have any other questions or concerns about QBO, or if you need assistance with any other aspect of the software, please don't hesitate to reach out. We're always here to help make the most of your QuickBooks experience.

@sarah132  I tend to doubt there will be improvements on this front.

The more seriously QB tries to create a program that can be an accountant for you with little to no input on your part, the more they'll appear to be taking responsibility for the accuracy of your financial statements.

In reality, QB is software that (at least pretends to) act as a tool for accountants and, to some extent, small business owners. It's not actually a pocket accountant, nor should it be. Some tasks should be left to human judgment.

Honestly, they'd be pretty stupid to take on that kind of task; at best, they might do away with the matching aspect altogether.