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A_Otero409
May 14, 2024
Question

Bill payments not showing up when trying to match bank transactions

  • May 14, 2024
  • 1 reply
  • 0 views

I paid 2 bills via ACH and therefore marked these bills as paid via our checking account in quickbooks online. I am trying to match the bank transactions in quickbooks, I see the 2 payments but when I go to "match" these to the proper bill payments, they do not show up as an option. I have no idea why?  When I look at that vendor I see the bill payments there, but they are not showing up as possibilities to match in the bank transaction. Please help. 

1 reply

S
SirielJeaB
May 14, 2024

Hey there, Otero. I'm here to assist you with matching your bill payments in QuickBooks Online (QBO).

 

You'll want to ensure that the bill payments in QuickBooks match the downloaded transactions and were posted to the correct bank account.

 

Moreover, there are a few reasons why some transactions can't find a match from existing records, such as mismatched amounts or dates, transactions older than six months, different bank accounts, reconciled payments, already matched records, and multiple currencies with significant exchange rate differences. 

 

You can use the Find other matches link in the Banking page to locate the bill payments in question, then ensure you choose the correct currency. 

 

For comprehensive information about matching downloaded bank transactions, putting them in the correct accounts, and avoiding duplicates, read this article: Match online bank transactions in QuickBooks Online.

 

You can also set up bank rules to automatically categorize bank transactions from your bank.

 

I'm always ready to help you answer questions about handling payments in QuickBooks. Hit the Reply button below to notify me. Have a good one

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