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info40
December 11, 2018
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??

  • 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.

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??

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    SMCall2021
    July 11, 2023

    I am picking up someones books yikes! And they reconciled Jan Bank statement i think.

    But they did not match the bank feed transaction to the Register transaction.

    Do I have to undo the reconciliation and match the bank feeds transaction to the Register transaction?

    Thanks

    SMcCall

    Angelyn_T
    Angelyn_T
    July 11, 2023

    I appreciate you joining the thread today, SMcCall. It's my priority to help match your transactions and reconcile your statements accordingly.

     

    You have two options to fix your bank data. The first is to exclude the downloaded entries from the Banking page. The process removes the unmatched bank feed entries from your account.

     

    The second option is to undo the entire reconciliation. If you have a QuickBooks Online Accountant (QBOA) profile, you can do it easily by following these steps:

     

    1. Sign in to QuickBooks Online Accountant, then open the client's QuickBooks Online company.
    2. Go to the Accounting menu.
    3. Select the Reconcile tab, then History by Account.
    4. Select the account you want to reconcile and date range from the dropdowns.
    5. Find the reconciliation on the list.
    6. Select View Report to open the Reconciliation Report.
    7. Review any discrepancies and changes your client wants to make.
    8. Tap on Undo under Action, then Yes, and then Undo to confirm.

     

    For regular QBO accounts, you can do it manually by following the instructions provided in this article: Undo or remove transactions from reconciliations in QuickBooks Online.

     

    Once done, match and categorize your transactions. Then, reconcile your account.

     

    Moving forward, ensure to review, match, and categorize your downloaded entries before reconciling your accounts to avoid unexpected results. You can also speed up the process by setting up rules. Learn more about it from here: Set up bank rules to categorize online banking transactions in QuickBooks Online.

     

    Please leave a comment below if you have any further banking or reconciliation concerns. I'm always happy to assist. Have a great day!

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