Skip to main content
B
bethanyvans
September 6, 2023
Question

I'm not able to match my posted expenses to my bank feed, specifically my Visa. Does anyone have any suggestion on getting it to match again?

  • September 6, 2023
  • 1 reply
  • 0 views
I uploaded my Visa transactions from a CSV file as I have always done, but the bank feed is not coming up with any matches for the expenses I previously posted. I double checked that the dates, amounts and accounts are the same between the bank feed transaction and the posted expense and they are. I also tried deleting the bank feed transactions and re-loading them thinking maybe it was a loading error and that also did not help. I tried posting another expense with the same information to see if it picked it up and it hasn't.
I chatted with QBO and they said I should exclude all the bank feed transactions and just use the posted expenses, but I really don't like this solution since I use the bank feed to ensure that all expenses/bills have been posted.
Any suggestions?

1 reply

J
JamesM4
September 6, 2023

Hello bethanyvans,

 

Welcome to the QuickBooks Community. Matching your transactions can be a lengthy process and I'm glad you're using QuickBooks to help streamline this process. I'll be happy to steer you in the right direction from here.  

 

Based on the details you've shared above, I see that you're already up to speed with how to: Categorize and match online bank transactions in QuickBooks Online. In the event that you're unable to find a match for your transactions, here are some reasons why that could be: 

 

  • The transaction has not been reconciled.
  • The transaction was entered using the same bank account.
  • The transaction has not been previously matched to another bank downloaded transaction.
  • If it is a deposit or payment received, make sure it is not on the Bank Deposit page (undeposited).

In case you still need additional assistance, I recommend getting in touch with our phone support team so they can share your screen and help you get the resolution you need : 

 

  • Schedule a Callback or start a Chat: click (?) in the upper right in QuickBooks Online > enter "Contact support" > choose Contact Us > provide a brief summary > select Let's Talk > choose Get a callback or Start a Chat.
  • Social Media: Facebook, Twitter, and Instagram.
  • Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

I'll be one message away in case you need further assistance. Otherwise, I wish you a great rest of the week. 

Terms & ConditionsAccessibility statement