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PMCDude
May 9, 2024
Question

Why are my incoming bank transactions no longer matching transactions that I have entered - it seems to just not match on automatically created transactions in quickbooks

  • May 9, 2024
  • 1 reply
  • 0 views
I have automatic transactions setup in quickbooks and when the ACH transaction gets downloaded from my bank, QB won't see them as matching transactions.

    1 reply

    C
    CharleneMaeF
    May 9, 2024

    Hi there, PMCDude.

     

    Let's get to the bottom of this together to determine why the system stopped matching your bank transactions.

     

    QuickBooks Online automatically matches your bank deposits that correspond to QuickBooks Payments transactions. This option can be turned off. It's the reason why it stopped matching your entries. 

     

    I'm here to help you switch it back on:

     

    1. Go to Transactions, then Bank transactions.
    2. Select the Categorized or Reviewed tab.
    3. Click the Settings (⚙) icon at the top of the transaction list.
    4. Turn the Automatic matching switch On.

     

    If it's already on, I recommend accessing QBO via a private window. It'll help us determine whether this is a browser cache-related issue. The search engine you regularly use when working on your books utilizes cached data to load web pages faster. However, excessive cache can lead to problems that cause QuickBooks performance to degrade and affect the account's functionality.

     

    When using incognito mode, it'll assist us in determining its exact cause since this doesn't save your browsing history and doesn't accumulate cache. Here are the keyboard shortcuts: 

     

    • Safari: Command + Shift + N 
    • Google Chrome: CTRL + Shift + N
    • Mozilla Firefox or Microsoft Edge: CTRL + Shift + N

     

    Once logged in, verify if the transactions match. If so,  clear the browser's cache. Doing so mitigates the issue and ensures optimal performance in QBO. Using other supported browsers also helps us verify if this is a browser-specific problem. 

     

    Additionally, it's recommended to review and reconcile your accounts periodically. Doing so ensures that your records are up-to-date and free of errors.

     

    Do you require additional assistance with managing your invoices and online payments? Please do not hesitate to include them in your response. I'll be right there to help you whenever you need it!

    P
    PMCDudeAuthor
    May 11, 2024

    It is only doing this on some transactions, not all. I have other transactions that are matching just fine. Also, these transactions that aren't working, worked last month. They are automatically created transactions in QB and in my bank’s online banking. They have been matching for months (maybe years) and now just started not matching this month.

      MsNorthPND18
      MsNorthPND18
      May 11, 2024

      Thank you for reaching out QuickBooks Community. You in the right path, @PMCDude.

      I can surely help you with your concern that matching transactions is not working. 

       

      For each associated payment needs a unique ID for each payment transaction. Your bank may have not provide a unique ID with your last payment transaction. That's why it's not matching for a month. If this happens, I suggest manually manually matching your bank entries and making sure to check if your automatic matching is not off. 

       

      Here's how to manage automatic matching:

       

      1. First, go to Transactions, then Bank Transactions.
      2. Choose Categorized or Reviewed.
      3. Click Settings ⚙ at the top of the transaction list.
      4. Turn On or Off the Automatic matching switch.

       

      For more information on how automatically matches your QuickBooks Online Payments transaction, check on the link.

       

      Moreover, try to check these articles to run payroll and customize reports:

       

      If you have more questions about matching bank transactions, please 

      leave a comment below. I will keep an eye and will answer you.

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