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R
RW137
November 14, 2022
Question

Quickbooks Online-Online Credit Card Payments

  • November 14, 2022
  • 1 reply
  • 0 views

Hello,

I researched how to match the credit card payments with the bank deposits to avoid duplicate deposits

in Quickbooks Online. I found that our "Quickbooks Checking Account" was not connected to our Quickbooks through a previous discussion on this site.

I clicked the link in QB's to connect the account but I still cannot match the deposits through "Banking" and have duplicate deposits. The same deposits that are in the "Quickbooks Checking" are in our "Bank Account" and I cannot "match" them.  Please let me know what the remedy is to correct the duplicates.

Also, going forward will I be able to match the new deposits?

 

Thank you for your help!!

 

 

1 reply

Candice C
Candice C
November 14, 2022

Good afternoon, @RW137. 

 

It's great to see you back in the Community. Let's work together to figure out why these transactions aren't matching in your QuickBooks Online account. 

 

To clarify, do you have the accounts set up separately and are the duplicate transactions that you're trying to match coming from both accounts? Any screenshots that you have will also help me determine the best solution for your business. 

 

There are many reasons why the transactions may not be matching properly: 

 

  • Payees don’t match
  • Amounts don't match
  • Dates don't match or aren't close
  • The transaction is older than 6 months.
    Tip: You can still find a match when you select the Find match section
  • The bank account on the payment is not the same as the bank where the match is located
  • Payment has been reconciled
  • Transaction is already matched to something else
  • There’s a multicurrency issue with the exchange rates, or the transaction doesn't pass through the home currency at some point.

 

Once we gather some additional information, we'll be able to understand why this is happening to you and your QuickBooks Online account. I'll be waiting for your response! 

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