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April 5, 2024
Question

I created a bank deposit in Quickbooks but when the bank transaction pulled from our bank acct the deposit I created doesn't show for me to match it to the transaction.

  • April 5, 2024
  • 1 reply
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1 reply

MariaSoledadG
April 5, 2024

I'll guide you on how you can match your deposit, Christine. 

 

There are some reasons why certain transactions are not showing to match.

 

  • The deposit amount doesn't simply match the number, amount, date, or payee of the transactions entered in QuickBooks.
  • The transaction/s you want to match have been reconciled.
  • The transaction entered in QBO has already been matched to another downloaded transaction.
  • The transactions were downloaded twice. If these transactions have already been added to QBO and have a lightning bolt in the CLR column, they will not be matched again.

 

You'll have to make sure that all details of your downloaded transaction including the date and amount match and transactions haven't been reconciled yet. You can also utilize the Find Match feature so it shows up all potentially matched transactions. 

 

 

 

 

 You may also want to reconcile your account, here are a few additional articles to help you accomplish a successful reconciliation:
 

 

Please touch base with us here if you have any questions when matching transactions. Remember, we're here to get you covered. Have a nice day ahead!