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June 24, 2024
Question

Suggested Match has started suggesting bills that have already been paid and payments that have already been matched. This is confusing and new, how can I stop it?

  • June 24, 2024
  • 1 reply
  • 0 views
I am used to going through all the transactions from my bank feed and matching them to payments or open invoices. Recently, suggested match has started including invoices and payments that have already been matched in my suggestions list. 

Similarly, for expenses, suggested match has started suggesting Bills that have already been paid though when it suggests them as a match for an expense it says 'open balance', which is very confusing. When I then look at the bill it is clear it has been paid, so the suggested match is very misleading. 

This is new (May/June 2024) it wasn't happening previously. 

Is anyone aware of a change that may have caused this?

1 reply

June 24, 2024

Let's perform some troubleshooting steps to resolve the issue you're experiencing when matching transactions, Katie.

 

The browser-cached data might be the reason why cleared transactions still appear as suggested matches on your bank feeds. To resolve this, I recommend opening your QuickBooks Online company on another supported browser.

 

Here's a list of supported web browsers:

 

  • Google Chrome: version 78 or newer
  • Mozilla Firefox: version 76 or newer
  • Microsoft Edge: version 79 or newer
  • Safari: version 12 or newer (Mac only)
  • Opera: version 68 or newer
  • Samsung: version 10 or newer

 

Afterwards, head to the Bank transactions page and match a transaction. If everything works smoothly and QuickBooks recognizes the appropriate matches to the transactions, you can go ahead and continue matching on the other browser.

 

For more info on matching transactions, you can check out this article: Match online bank transactions in QuickBooks Online.

 

For future reference, here's a guide on ensuring your QuickBooks accounts match your real-life ones: Reconcile workflow.

 

Let me know how the troubleshooting goes, Katie. Don't hesitate to leave a comment below, and I'll be around for your other QuickBooks-related concerns.

katie108Author
June 25, 2024

Thank you, but I'm already using the latest version of Google Chrome, so I don't think that's the issue...

Bryan_M
June 25, 2024

I'm glad you came back here, @katie108.

 

Since you already have the latest version of Google Chrome, I'll be providing other troubleshooting steps to remove the transactions that have already been cleared and still showing in your bank feed when matching.

 

This time, let's turn off and on the Suggested Match tab. Then, sign out and in on your account to trigger the QuickBooks Online (QBO) system.

 

If the issue persists, I recommend contacting QuickBooks Online (QBO) support to further isolate this issue and find a solution.

 

Here's how:

 

  1. Click the (?) Help icon tab.
  2. Select Search, then Contact Us.
  3. Pick Ask about something else.
  4. Type in a brief description of your issue. Then, Continue.
  5. Choose how you want to connect with us. Either Chat or Callback.

 

If you want to learn how to perform adjusting entries of your match and reconciled transactions, check out this article: Enter an adjusting entry for reconciliation in QuickBooks Online.

 

For additional questions about matching transactions, leave a reply below. We'll be willing to lend a hand. Keep safe, and have a good one.