Skip to main content
S
Sulley
September 19, 2020
Question

Bank Reconciliation QB Desktop

  • September 19, 2020
  • 1 reply
  • 0 views

Using QB Desktop Pro 2020. I use bank feeds to auto match my bank transactions. I had to leave the reconciliation and now when I select "matched" in the recon, nothing happens. All the lightning bolts are gone from all the matched items. How do I re-trigger the matching so I don't have to manually match each item on the bank statement?

1 reply

AlexV
AlexV
September 19, 2020

Good day, JamieW1.

 

I'd like to welcome you to the QuickBooks Community.

 

We can match the downloaded bank transactions by going to the Banking menu. Then, click Bank Feeds and then select the Bank Feeds Center.

 

Here's the link on how to add and match Bank Feed transactions in QuickBooks Desktop.

 

We can perform some troubleshooting steps if you're unable to match them. Go first to the Window menu then select Close All. Once done, you can follow these steps:

  1. From the File, select Utilities.
  2. Click Verify Data and wait for it to load.
  3. Go back to the File menu, Utilities then Rebuild Data.

Also, make sure to keep your QuickBooks Desktop updated. Please check these articles for more details:

Please post again here if you have more questions. Stay safe!

S
SulleyAuthor
September 20, 2020

I tried all of these steps.  My QB is always up to date, but I also double checked that.  Still nothing happens when I try to selected "matched" in the reconciliation.  It just sits there and cannot match the transactions.  This happens any time you do not complete the recon the very first time you match if you leave the recon and come back to it.  It automatically clears all the matched items and you cannot match them again.

LieraMarie_A
LieraMarie_A
September 20, 2020

I appreciate the steps you've performed trying to fix the issue, @Sulley.

 

Since the behavior continues after trying the troubleshooting steps, I encourage reaching out to our Support Team team. This way, a representative can review the root cause of the error and can investigate this further.

 

Here's how:

  1. Select QuickBooks Desktop Help from the Help menu.
  2. Click Contact Us.
  3. Type in a short description of your concern, then Continue.
  4. Choose a way to connect with support.

I'm sure that an agent would be happy to assist you with any questions that you have. For more details about our support availability, refer to this article: Contact Support. 
 

I'm also adding these articles to learn more about reconciling an account and how to fix beginning and ending balance issues:

I'd appreciate if you can update me on how it goes or if you have any questions. I want to make sure this gets resolved. 

    Terms & ConditionsAccessibility statement