Question

Is there a way to stop auto match on bank feed accounts to avoid having to click "not a match" multiple times to match payments to the deposits??

Forum|Forum|7 years ago
December 11, 2018
21 replies
0 views

When I download my bank transactions in the bank feeds, many of the transactions are marked "Auto" and color coded blue. I understand QB thinks it's a match, but it's not so I have to click the "Not A Match" option first for EACH transaction. Sometimes it auto matches it to another, later transaction, so I have to click not a match multiple times. Then I can manually match payments to the deposit.

I need to turn off the auto match because it thinks these payments are already in the register, but I need to match them manually to the bank feed in order to show them as deposited into the right account.

QuickBooks Desktop

PreciousB

Greetings info,

I appreciate the details you've provided to us.

At this time, there isn't an option to turn off the auto-match feature in the bank feeds. QuickBooks tries to match downloaded transactions to any entries in your register automatically. You can review the matches before adding them to the register.

Also, QuickBooks makes a match if the bank feeds and the transactions that you've manually entered in the register have the same pieces of information (ex. check numbers, amounts, dates and payees). Here's an article that'll provide you more details: Add and match Bank Feed transactions.

You'll have to manually click the "Not a Match" option if QuickBooks automatically matches the bank feeds to the wrong transactions.

We're always looking for ways to improve QuickBooks Desktop and we want to hear from you. Please send your feedback by clicking the Help menu then Send Feedback Online. This will make our product developer team aware of how you want the program to work.

Thank you for your time and helping us make QuickBooks Desktop a better product. If there is anything else we can do for you, please don’t hesitate to let us know.

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info40Author

Thank you for taking the time to answer this for me. Unfortunately, we have payment plans set up with common payment amounts and quickbooks does not match names or dates, only amounts. It will think a payment (imported from authorize.net) from November matches a deposit from January. Simply because they have the same date. When I am updating a month or two of transactions and they switch to the next payment it is exhausting to change them all to "not a match".

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Anonymous

The easiest way to fix these issues are to "ctrl w" create a blank check, write down the ck#, amount & remember who the check was actually "downloaded as" & create that check for that exact date & exact amount & exact "downloaded as" title. Once you create this check, it will automatically appear corrected in your "auto" downfeed. Create a check for each one that was auto downloaded incorrectly & it will save you time from "unmatching" the checks.

Derrick Robinson :)

[removed]
[removed]
[email address removed]

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Anonymous

I also have hundreds of auto-match transactions I have to work through each month. I found the issues comes up most often with transactions I had to add manually because they were dropped in he bank feed. QB tends to drop transactions that had the same amounts from the same vendors. This happens to me monthly with many transactions. So when I go in and add the expense manually, each month it tries to auto-match that manual transaction to the manually added one. The auto-match flaw is that it doesn't take the date into account. As someone said above, it takes the amount and vendor name. This is supposed to be a time saving feature, but it instead does the opposite. I spend many hours (usually unbillable time) trying to work around this issue. It just gets worse each month . I'm currently looking at 211 auto-matched transactions I have to deal with and I'm so angry! This feature should have been fixed a long time ago. It should have a select all and un-match all button. Or just turn it off all together!

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ttime

Yes! absolutely agreed. There's should be option to customize all these "convenience" features, or don't have them to begin with. It's bad enough, along with a few other quirks, that as much as I love quickbooks, I might need to looking into another accounting software.

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Anonymous

I have just recently come upon this problem and it is killing me. Please let me know how you correct it.

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Anonymous

Greetings, FredMock,

Thanks for joining the conversation. Allow me to chime in and share some insights with you about the Bank Feeds Center's auto-match feature.

Just like what my peer @PreciousB discussed in her answer, QuickBooks allows you to review each bank feeds transactions by trying to match them with any entries from your register automatically. Since the option to disable the automatic match feature in the QuickBooks Bank Feeds Center isn't yet available presently, it would be best to put forward your product suggestion to our developers.

Here's how to send a request:

Click the Help menu bar.
Scroll down to Send Feedback Online.
Select Product Suggestion.
Choose Product Suggestion for the Type of Feedback.
Product Area is optional.
Enter your suggestion.
Click Send Feedback.

That should do it, FredMock. Sending your suggestion helps our developers understand where we can improve and what features should be added so we can better serve you.

I appreciate your willingness to help us improve our products, FredMock. If you need further assistacne with QuickBooks, please know that I am here to help you. Have a good day!

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LigerXero

by mistake i cicked yes when existing and it automatched 600 transactiosn wrongly..... i had to revert to last week backup and now have to re doo 400 other transactions. yay!

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scrupal

I have the same problem and it is sole-crushing in the amount of time it takes to correct the issue. For example, our organization uses Stripe and Square in various ways so our checking account has many deposits from these sources. Unfortunately, Quickbooks automatically assigns all deposits from Square with the same payee and category to ALL SQUARE deposits. The same issue occurs with Stripe, paypal, and other similarly sourced transactions, or any other transaction with similar descriptions. It takes so much time to fix every transaction and I can't find a way to turn this off.

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Klark

Glad to see I am not alone with this problem in 2019. I can't believe we cannot reclassify these auto-matched transactions in batch. The only two batch actions in 2016 QuickBooks for these are "Add/Approve & Ignore", but both of these will get rid of the transactions! QuickBooks really needs to fix this because as many have said before me, it is a huge inconvenience to go through each individual transaction and click "Not a match".

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cjstokes

It is definitely inconvenient. It is now 2022 and this problem still has not been resolved. That is sad.

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cbrowncpa

This has always been a problem.

It is not an overly complex programming issue and since it has persisted for years, it is safe to presume it is intentional and will never be corrected.

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RoyaltyCPA

gonna throw my hat in the rink as well and express my dissatisfaction. In my case to add insult to injury I convinced my client the advantages of moving to QBO from desktop, now I have found out that QBO doesn't have an automated feed from Stripe.com the way desktop does. Is there any conceivable reason why they wouldn't be able to migrate the programming over? Now I have to spend an hour in excel every month to formulaically convert a stripe export to match my chart of accounts as closely as possibly to what I migrated from desktop, then I have to unmatch 200 transactions a month from 2018 matches! good riddance! A couple of my latest clients already have Xero in place and I will not be encouraging them to migrate to QBO.

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JonpriL

Hi @RoyaltyCPA,

I completely understand where you're coming from since it's not easy to perform any task manually. We always make sure that you as our customer will always have the most efficient software available that'll help you run your business. I'm here to share a couple of scenarios you can consider in managing your transactions from Stripe.com.

To start with, you can manually update and assign an account your transactions directly from Stripe.com. Thus said, I'd recommend contacting their technical support. From there, they'll be able to help you and share the steps needed so you can manually assign each account in mapping your transactions.

On the other hand, you can consider utilizing the Bank Rules feature. This feature allows you to add a specific account when your transaction from Stripe.com comes in. This way, you won't have to manually assign an account for your downloaded transactions. If you wish to proceed, feel free to clink the link attached on the following phrases so you'll be guided on how to set and use banking rules for your downloaded transactions.

As always, you can visit our Helpful Articles for QuickBooks Online if you need to learn some "How do I" steps.

I'm just a post away if you need anything else. I want to ensure you're all set. I'll be always around ready to help.

X

xpez2000

Jesus, I can't believe I am reading all of these complaints about an obvious missing feature. This is the dumbest thing. whats the point of having auto match if it is going to cause errors in the accounting process? we are better off not having auto match and manually assigning the category for every entry simply because we have to now look extra closely at the ledger (comb through and make sure there are no mistakes and then fight with the uncategorize settings (to trick it into) finally not assigning the same category as something else with the same name. Coming across this issue is a deal breaker with this online software. I was doing it manually with excel and bank pdfs statements beforehand. And now I am getting into the same tedious activities I was trying to get out of..but now I just wasted money doing it when it was free before!!! HOW STUPID CAN I BE.. NOW I AM PAYING TO DO A TEDIOUS ACCOUNTING EXERCISE!!! WOW!!!

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crystala

Looks like i will make the 39th comment to this feed and way over a year later!!! The only reason I believe this has not been fixed yet is because there is obviously not a quality control team that actually looks at this. And it can't be strictly the number of complaints either, or it would be fixed. This can't be the only feed that addresses this issue. I promised a new sports bar client his 11 months of backlog could get caught up very quickly because he barely writes checks and all of the downloads are Touchtunes & Uber, and for the same amounts very often. Well when 100 transactions a month should take 15 minutes and they are taking way over an hour, i just blew my credibility to get this done quickly. it actually took 2 hours just to realize what was happening. i'm probably going to have to batch enter a different way and not through what could otherwise be an incredible feature. If the commentators here don't have a fix, neither does customer service. And yes, we do need to keep sending feedback. i'm sending both on a bug and on a suggestion. Good thing we don't have to pay Intuit separately to vent on these feeds, i couldn't afford that!!

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Accountinguser_1

The first post about this is on December 10, 2018 and this has not been fixed yet. I switched from QB Desktop to Online recently and regret my decision. This is so frustrating not only that this happens but that it has not been fixed. QB PLEASE DO SOMETHING ABOUT THIS.

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Aetos

I don't know if this will help, but I think the auto match behaviour is caused by the application looking for matches of exact dollar amounts among unreconciled transactions. I found that as soon as I reconciled my accounts, the problem went away. I also found that by clearing (checking) the transaction that was paired with the auto match entry (just click on "add more details" in the drop down box to see the transaction), I could remove it from auto match status and restore it to "review" or "change" status.

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