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tianamccrae
December 31, 2022
Question

QBO payments aren't showing up to match to deposits

  • December 31, 2022
  • 1 reply
  • 0 views
Matching deposit issue!
I'm having an issue where my client marks an invoice as the payment being received. The date and bank account are correct in the payment received. However, when I try to find a match through the bank feed, the payment is not showing up.
 
I have ensured the payment has not already been matched to a deposit.
 
I've had to delete the payment my client has marked as received. Enter it again, exactly as it was, then it will show up as a match in my bank feed. I have all of 2022 to do, what's causing this?

1 reply

MaryLandT
MaryLandT
December 31, 2022

I'm pleased to have you in the Community, tianamccrae.

 

I'll share some details on why you're unable to match transactions in QuickBooks Online (QBO). Aside from the date and bank account, there are other reasons why transactions won't show when trying to Find Match.

 

I've listed them below:

 

  • 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.

 

After confirming everything, we can utilize the Find Match feature again to show all potentially matched transactions.

 

If the payment was reconciled, deleting it will cause an incorrect balance. Make sure to reconcile it again after matching with the deposit. Here's how;

 

  1. Go to Accounting on the left menu.
  2. Select Chart of Accounts.
  3. Find the account holding the transaction. Choose View register. 
  4. Select the transaction you want to reconcile to expand the view.
  5. Keep clicking the checkbox until you see an "R". 
  6. Click Save.

 

You can refer to this article for the complete guide on how to add and match downloaded transactions in QBO: Add and match downloaded banking transactions.

 

In case you would like to reconcile your account, this article provides instructions and detailed steps: Learn the reconcile workflow in QuickBooks

 

Please don't hesitate to get back in the thread if you have follow-up questions. Have a good one.

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