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arwel6
March 16, 2022
Question

I'm entering invoices from 2020 and they won't match in the bank feed. They are appearing in the unpaid invoice section, Can someone help?

  • March 16, 2022
  • 1 reply
  • 0 views
I have been entering invoices for tax year 20-21. Invoices I enter in 2021 are matching fine in the bank feeds, but any I enter in 2020 aren't being recognised. I've double checked the dates and amounts and they match the bank feeds, but the invoices just sit in the unpaid invoice section. Anyone know how to fix this? Cheers

1 reply

JenoP
JenoP
March 16, 2022

Let's get this working to make sure that invoices are marked as paid, arwel6.

 

QuickBooks mainly uses the date and amount of the transaction when matching downloaded transactions. However, there are times that cache or browser issues can sometimes cause QBO to not function properly when looking for a match.

 

Have you also tried using a different browser or switch to an incognito/private browsing session? If not, let me share these keyboard shortcuts to switch to incognito mode:

 

  • Ctrl + Shift + N  for Google Chrome
  • Ctrl + Shift + P for Firefox
  • Control + Option +P if you're using Safari
  • Ctrl + Shift + P for Microsoft Edge

 
After logging back in, go back and check if you can match old invoices. If you're able to do it, go back to a regular browsing session. Then, follow the steps in this article to delete your browsing history: Clear Cache And Cookies To Fix Issues When Using QuickBooks Online. 

 

Just in case the issue persists, we need to take a closer look at this to know what's causing it. To do that, please reach out to our chat or phone support team for QuickBooks Online. They will be asking for additional details to sort this out. Here's how: 

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. In QB Assistant, enter the topic you need help with. You can also enter questions.
  4. Select Contact Us to connect with a live support agent.
  5. Choose a way to connect with us:
    • Start a chat with a support expert. Live chat M-F, 8:00 AM to 10:00 PM and S-S, 8:00 AM to 8:00 PM, AEDT.
    • Call us. M-F, 8:30 AM to 6:30 PM, AEDT.

 

Do you need additional references when managing banking transactions? Feel free to check out these articles in case you might need them:

 

 

Feel free to ask more questions or reply to me in this thread if you need anything else. We'd love to offer our help to you again.

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