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March 18, 2021
Question

Hello can you help with an error "This transaction has been partially matched and cannot be excluded." I cannot find the matched transaction, it seems a glitch, any help?

  • March 18, 2021
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1 reply

March 18, 2021

Hi there ibpsfinance-gmai,

 

I love that you're making use of QuickBooks Online's banking feeds to easily work with and manage your transactions. I'm here to help you to  get past this error message to complete the tasks you're needing to in your books. I'll start you off with some troubleshooting.

 

It's sounds to me like you've already been looking through your books to see where the transaction in question may have already been matched somewhere else. With that in mind, you may have already tried the step I'm about to suggest, but I wanted to take a moment to outline it just to be sure.

 

When a transaction is added or matched in QuickBooks Online's banking feeds, the transaction is then moved to the Categorized tab on the feed. What you can do is start by navigating to that part of the feed to make sure that the transaction isn't somehow registering there as having been matched to something. Since you're still seeing it in the For review area, it shouldn't be in the Categorized section as well, but it doesn't hurt to double check. If you are also seeing it there, you can try the Undo option, then head back to For review to see if you're then able to exclude the transaction.

 

You can also use the Audit log feature to see the activity in your books. With this, you can see what tasks have been performed, by whom, when, and even get a glimpse of the transactions themselves. To access this feature, select the Gear icon, then choose Audit log. This article explains how you can use the log to see and filter your transactions: Use the audit log in QuickBooks Online

 

In the event everything looks fine in those areas or you're just still having difficulties with excluding the transaction in general, I recommend the following troubleshooting steps. These errors can sometimes occur from a simple browser or Internet issue, so the steps that follow are useful to try one by one to see if they make a difference.

Finally, if that still isn't resolving this issue, please contact a member of our support team to go over this further. The team member will be able to go over with you what you've tried so far, suggest other troubleshooting steps, and then use that information to determine the next course of action for resolving this issue. Here are the ways you can reach us.

 

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.

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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

Don't hesitate to give us a shout! We're here to help you get back on track.