Question

Automatic Matching Bank Deposits

Forum|Forum|1 year ago
April 7, 2025
2 replies
0 views

What happened to the automatic match selecting for sales receipts in my bank deposits? I used to be able to select a date range for my sales receipts that haven't been matched and it would automatically find them. Rarely I would have to manually match them.

This is very cumbersome now that it's missing. It's gone away after recent updates to the match selection screen.

Am I missing something?

QuickBooks Online

JenoP

The Automatic matching feature is still available in QuickBooks Online,

adam73647. I'll guide you through some troubleshooting techniques to help you restore its functionality.

To begin, let's verify that the feature hasn't been accidentally disabled. Here's how:

Go back to the Bank transactions window, then proceed to the Categorized tab.
Click the small Gear or Settings ⚙ icon.
Turn on Automatic matching by sliding the bar to the right.

You can also check out this article for additional details about this feature: Automatically match QuickBooks Online product transactions.

If you're unable to see it, various factors like browser-related and technical issues may prevent certain features or functions from appearing. I’ll provide you with additional steps to help resolve these problems.

To begin, whitelist Intuit as a trusted website. Next, ensure you're accessing QuickBooks Online using one of these recommended, current browser versions:

Google Chrome: version 78 or newer
Mozilla Firefox: version 76 or newer.
Microsoft Edge: version 79 or newer
Safari: version 12 or newer (Mac only)

Additional options that can resolve banking and browser-related issues are also laid out in these articles:

After completing the previous steps, go back to the Banking page and check if you can already see the Automatic matching feature.

Just in case you need additional assistance when it comes to selecting and assigning accounts for your banking transactions, our QuickBooks Live Expert Assisted Team is available to provide personalized support.

For further insights into managing your financial data in QuickBooks Online, we recommend these helpful articles:

Feel come back here if you have any other concerns about using the Online Banking or any other features to manage your financial data in QuickBooks.

A

adam73647Author

That isn't the part I'm talking about, though that is turned on.

It would be under Bank Transactions, For Review, then I would click the deposit, click Match, and from there I would have a bunch of transactions that it would automatically match. Some of my deposits will have 10-20 transactions on them. Now I have to manually select them all.

Here is a snippet of the screen I'm talking about. It was updated recently and ever since the automatic matching has been missing.

JenoP

I appreciate your follow-up with more information and the screenshot of your For review tab, adam73647. Let me steer you towards a solution to address this issue effectively.

In most cases, QuickBooks would automatically match if :

The downloaded transactions have the same dollar amount as the one in your bank register.
Occur on the same date as, or within 90 days before and 20 days after the transaction date.

In this situation, I suggest contacting our phone or chat support teams. They have the capability to conduct a more thorough investigation of why this feature stopped working following the update.

Here's how to reach out to them:

Click the Help menu in the upper-right-hand corner of QBO.
Proceed to the Assistant tab.
Type in "contact support" in the chat box and press Enter.
Select Contact a human, then click Live Chat or Call me back.
Type in a short description of your concern and click Continue.
Choose between Callback or Chat.

Please note that the chat support teams are open every Monday to Friday, from 8 AM to 9 PM Eastern Time. They're also open on Saturdays, from 9 AM to 6 PM Eastern Time.

Here are additional articles just in case you might need them when working with your banking transactions:

You can always reach out to the Community forum for support. Whether it's about managing downloaded transactions or any other bookkeeping-related tasks, forum members are here to help.