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M
Maybelle_S
June 7, 2023

I'm pleased to have you in the Community, @finance-newwomen. I'll share some details on why you're unable to match transactions in QuickBooks Online (QBO).

 

When you click the Find Match option in QBO, there are a few reasons why certain transactions do not appear. Please see below:

 

  • The transactions entered in QBO don't simply match the number, amount, date, or payee of your downloaded bank deposits.
  • 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 to show all potentially matched transactions. Follow these steps to do that:

 

  1. Go to the Banking menu.
  2. Click the Banking tab and select the Bank account.
  3. In the For Review tab, locate and click the transaction to expand.

  4. Select the Find match button to open the Match transactions window.
  5. In the Match Transactions window, put a checkmark on the transactions that should match the downloaded transaction.
  6. If the transaction you want to match is outside the date range displayed, update it. Click the date field to manually change the From and To dates.
  7. Pick Save if the total amount of both transactions is the same.
  8. Once done, hit 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, here are a few additional articles to help you accomplish a successful reconciliation:

 

 

Should you need more help in managing your bank transactions, feel free to post the details below. I'll always have your back.

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