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Wmbuilders
November 8, 2023
Question

Banking QB Online

  • November 8, 2023
  • 1 reply
  • 0 views

I just switched from desktop QB to online yesterday. I am having an issue with matching bank transactions to my QB online. I was able to click match on just a few transactions but the remaining that go all the way back to the beginning of January just give the option to add. When I click to try and find match nothing pops up and it doesn’t allow me to search for anything on those. Is this because all of those months have been reconciled? To clear all 374 transactions I can’t match do I go on and click exclude on everyone one? I tried clicking add for one and it entered it twice on my register. 

1 reply

S
SashaMC
November 8, 2023

Hello Wmbuilders,

 

Welcome to the QuickBooks Community! When switching from QuickBooks Desktop to Online, these things can happen. If the transactions are in the register from a prior period, you may need to exclude them and remove them from the banking menu. I encourage you to speak with your accountant to know the best courses of action as well. If you don't have an accountant, don't worry! We offer a ProAdvisor service where you can connect to experts within your area. 

 

  1. Go to this Find my Accountant link.
  2.  In the Find an expert in section, choose what you're looking for, then use your search field to enter a City or ZIP code.
  3. Select Search.
  4.  Browse through the results and find one that works best for your business. You can click on each ProAdvisor's profile to learn more information about them.
     

 Let me know if you have further questions or need clarification! I will be around to help. See you later. 

 

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