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January 26, 2024
Question

Can you match both a transfer and a payment in Match Transactions? I have a transaction to match with multiple transactions and Payments show up but not transfers.

  • January 26, 2024
  • 1 reply
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1 reply

January 26, 2024

Hi helmpiebakery-gm,

 

Welcome to the Community. Being able to match your transactions with your bank feeds is one of the ways QuickBooks Online helps you save time when reconciling. I'd be glad to help.

 

The program offers the option to match payments and transfers. If you don't have access to your transfers when matching your transactions, I encourage to verify if the date range is correct. This type of issue can also be caused by browser cache and cookies as they can prevent the system from functioning effectively. I encourage you to refer to the following steps to complete some browser troubleshooting.
 

If the steps provided above don't work, I recommend that you contact our customer support team. They'll be able to take a closer look at your account. Here are some options available to reach out to our team.

 

  • Phone: Call us at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST.
  • Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
  • Social Media: FacebookTwitter, and Instagram.

 

Let me know if you have any questions, I'll be happy to help.