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Nirodha
April 5, 2025
Question

Why my customer payment is not showing up to match in the bank transactions

  • April 5, 2025
  • 1 reply
  • 0 views

Hi, 

I have few bank transactions (receipt) which needed to be matched with customer payments. However, when I go to match them, relevant customer payments are not showing up to match them. They are in the correct bank account and in the correct date as well. I need to mention that these bank receipts were matched earlier and deleted. Now I cannot record / match them again. 

Can someone help on this please.

1 reply

Clark_B
Clark_B
April 5, 2025

Hi there, @Nirodha. Let’s work together to resolve this for you.

 

To begin, you can manually update your bank feeds to allow the deleted transactions to be downloaded again in QBO. This will also refresh the transactions across all of your accounts.

 

Here's how:

 

  1. Go to Transactions and select Bank Transactions.
  2. Select Update.

 

If the transactions are still not downloaded in QuickBooks, you can manually upload  the deleted transactions.

 

Once the deleted transactions are successfully downloaded, you can begin matching them.

 

Additionally, you can check this guide to help you reconcile your accounts so they always match your bank and credit card statements: Reconcile an account in QBO

 

Furthermore, consider checking out our QuickBooks Live Expert Assisted team. They specialize in simplifying transaction sorting and financial management. I recommend exploring their services, which could significantly improve your accounting workflow!

 

I hope this helps, and please feel free to utilize the comment section below if you have further questions.

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