I have a cheque that is now cleared, but I unable to match the cheque. The bank feed is picking up another vendor name and asking me to add the transaction.

Hello erica-smith,

Being able to easily match or add transactions from the bank feed in QuickBooks Online's Banking tab is a great time saver and helps ensure accuracy in your books. I'll gladly go over what you can to do make sure you're able to match the cheque transaction as you'd like.

The first thing to keep in mind with this process is the status of the transaction already entered into QuickBooks Online. You mention that the cheque is now cleared, which I'm thinking may mean it has come up in the bank feed. However, if you mean that you've already reconciled the transaction in QuickBooks, then you won't be able to match from the bank feed. While you can match to entries that have the C (cleared) status in the account register through the chart of accounts, for entries with the R (reconciled )status, you cannot.

When the bank feed is looking for transactions to match to in QuickBooks Online, it searches based on date, amount, and also the vendor name. Since your feed isn't showing the correct vendor name, switching it to what it needs to be should get you back on track. Here's how.

1. Select Banking from the left menu.
2. Click the transaction on the For Review tab in the Banking section.
3. Choose the appropriate vendor from the Supplier/Customer drop-down menu.
4. Change other details as needed.
5. Click the small x at the top right of the transaction.

You should now see the Match option for that transaction if all the other details match what you have for the entry in your books. Check out this article to learn more about this process: Categorize and match online bank transactions in QuickBooks Online

If part of the problem is that the dates don't match because you entered the cheque into your books at one point but the cheque wasn't cashed until another, there are a couple of options.

The first option is to exclude the entry from the bank feed, which would leave you with handling the transaction while going through the reconciliation process. Here's an article that can help with that: Reconcile an account in QuickBooks Online

The second option would be to change the date of the cheque transaction in QuickBooks to match what's in the bank statement. This should then give you the Match option. You can edit the cheque by following these steps.

1. Hover over Expenses in the left menu.
2. Choose Suppliers.
3. Click the name of the supplier in question.
4. Click the cheque transaction to open it.
5. Edit the date field.
6. Click Save and close.

Feel free use options like the Memo field to note when you actually wrote the cheque. I encourage you to choose whichever of these options works best for you.

If you're still having trouble or would like extra guidance with the process, you can contact support using one of the following methods.

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Have a great rest of your day!