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Kac5208
December 31, 2022
Question

Downloaded transactions automatically showing as matched

  • December 31, 2022
  • 1 reply
  • 0 views

My transactions are linked to my bank so it will auto downloaded. Its showing all over my transactions have been matched which isn't true. I went through and unmatched them (theres a lot) and then of course qb crashed, and it now shows matched again. 

1 reply

KlentB
KlentB
December 31, 2022

I'm here to share some info on how you can correct that, Kac5208.


When you download transactions, they are usually categorized as Matched if they correspond to the one you’ve entered in the account register. QuickBooks will try to pair the transactions with similar entries you created. 

 

In this case, you may need to manually undo them if they are linked to the incorrect entry by selecting the Unmatch option. Furthermore, if you are using bank rules to automate the process, you may need to review its setup and conditions to ensure that your transactions will be properly categorized/matched. I'll show you how to do it:

 

  1. Go to the Banking menu, then select Downloaded Transactions.
  2. Head to the Rules section and open the appropriate bank rule.
  3. Double-check the conditions you set.
  4. Make the necessary changes, then hit Save.

 

 

In addition, make sure to keep your QBDT for Mac updated to get our latest security patches and bug fixes. This helps avoid crash issues ad unexpected behavior while working in the program. Feel free to follow the steps below:

 

  1. From the QuickBooks dropdown, select Check for QuickBooks Updates.
  2. If a newer version is available, click Install Update.
  3. When prompted, choose Install and Relaunch.

 

 

Finally, here's an article that you can read to learn how to rectify common online banking issues: Resolve bank errors.

 

If you need some help reconciling your accounts or managing your books, do let me know and I'll assist you again. Happy Holidays!

K
Kac5208Author
January 2, 2023

Hello,

My quickbooks is updated to the latest version, although is still crashes at least twice a day. 

 

I have unmatched my transactions, and every time i close, save my QB it doesn't save my unmatched transactions. 

I have taken the steps you provided but still complications.

Its duplicating my downloaded transactions that have been matched, along with not saving the ones that were unmatched. 

 

i did not have this problem before the update. 

Rose-A
Rose-A
January 2, 2023

I appreciate you getting back to us, Kac5208.

 

Verifying and rebuilding your data is a good start when it comes to fixing banking-related issues in QuickBooks Desktop for Mac.


To Verify Data:

 

  1. Click Window at the top menu bar, then Close All.
  2. From the File menu, choose Utilities.
  3. Tap Verify Data.

To Rebuild Data:

 

  1. Click Window at the top menu bar, then Close All.
  2. From the File menu, choose Utilities.
  3. Hit Rebuild Data.
  4. You will receive a warning message to backup your company file, press OK.
  5. Click OK when you get the message "Rebuild has completed".

 

After that, we can go over the transactions again to make sure they're properly classified. This will assist us in ensuring the accuracy of your financial records.

 

If you continue to see duplicate transactions, here's an article with instructions on how to deal with them in the program: Remove duplicate transactions in QuickBooks Desktop.

 

Please let me know how it goes by leaving a comment below. I need to confirm that you have resumed your normal business processing. Have a wonderful day, Kac5208.

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