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January 29, 2022
Question

If can see bank charges in the chart of accounts already how do I clear the transactions from bank?

  • January 29, 2022
  • 1 reply
  • 0 views
When I click 'find match' there is no match. And when I add it duplicates the charge in the chart of accounts

1 reply

January 31, 2022

Hello usertreasurer8,

 

Sometimes it's necessary to clear the bank charges and I'll be happy to point you in the right direction. QuickBooks provides a secure platform that allows you to bring your finances into perspective with ease.

 

If you'd like to clear the transactions, I highly recommend checking out this helpful article that shows you how to: 

Void or delete transactions in QuickBooks Online. The article provides the steps you need to follow in order to clear the transactions from the bank on your end. Since you're also matching your transactions, I see you benefiting by checking out this article here as it provides valuable info on how to match your transactions and what you can do if there's no match as you've described. Here are some of the reasons to look out for when you're unable to find a match: 

  • The amounts don't match
  • The dates don't match or is not close
  • The bank account on the payment is not the same as the bank where the match is located
  • The payment has been reconciled
  • The transaction is already matched to something else
  • There’s a multi-currency issue with the exchange rates

 

Let me know if this info helps by leaving a comment below. I'll be here if you need additional support.