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June 28, 2023
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We couldn't Match the transaction(s) due to "Select an account for this transaction.". Check account mapping in advanced settings and try again." Whats the problem?

  • June 28, 2023
  • 1 reply
  • 0 views
Suddenly am getting this issue went trying to match App Transactions! help!!!!
Best answer by rlw-thelocal63-c

Mapping was correct. Customer Support team and I were able to resolve by marking them as EXCULED , then undoing the action and then the transactions posted correctly. They didn't know why this worked.

1 reply

Tori B
June 28, 2023

Hey there, @rlw-thelocal63-c.

 

Thanks for taking the time to reach out to the QuickBooks Community for support. 

 

It sounds like your mapping is set up incorrectly. You'll need to ensure that you have chosen the correct columns in the mapping stage. QuickBooks will not be able to read the data otherwise. To make the mapping stage easier, you can do the following:

 

  1. Delete columns you do not need from your CSV to avoid any confusion. The columns that are required by QuickBooks are:
    • Date
    • Description
    • Amount
  2. Change the names of the columns in your CSV to match the titles in QuickBooks.

 

Once you have your mapping set up correctly, you should be able to import and match as usual. If not, I recommend checking the formatting as well. Not all banks create their CSV files the same way, so you may need to make additional changes to get your transactions in. 

 

For more information about formatting and other common errors, check out, Common errors for importing bank transactions using CSV

 

Please don't hesitate to let me know if you have any questions or concerns. I'm always around to lend a hand. Have a good one! 

rlw-thelocal63-cAuthorAnswer
June 30, 2023

Mapping was correct. Customer Support team and I were able to resolve by marking them as EXCULED , then undoing the action and then the transactions posted correctly. They didn't know why this worked.

AlcaeusF
July 3, 2023

Hello, rlw-thelocal63-c.

 

I appreciate you sharing the steps you've done to get this fixed. This will definitely help other users as well in the future. Please keep on posting here in the Community.

 

Stay safe and have a great rest of the day.