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deanna6
April 24, 2019
Solved

The "Matching Transactions" screen is missing some of my open invoices.

  • April 24, 2019
  • 2 replies
  • 0 views
Original commenter did not share additional details
Best answer by JonpriL

I've done the filter under "All",

I've typed in the specific invoice number, I've expanded the date range to include several years just to see if the open invoices I have would show up.

 

Nope, not using a third party system.

No payments have been received against the invoices. 

 

I had a payment like this last month, and there were no problems matching them up, but suddenly this month the invoices are not showing up in the "Find Match" screen.

It's a system problem not an Accounting one.

 

But thanks for your insight! I will just do a work around because it's just getting annoying.


Hi @deanna6,

 

As I've checked on my resources, we have a reported issue from other users like you who are unable to match your downloaded transactions to foreign currency open invoices.

 

Thus said, I'd recommend contacting our Customer Care Support. This way, you'll be added to the list of the affected users and will receive updates through your email.

 

To contact our dedicated support:

  1. Go to the Help icon.
  2. Select Contact us.
  3. Enter Unable to Find Match in the How can we help? field.
  4. Click Continue.
  5. Choose Start messaging or Get a callback.

In addition, here's an article you can check to learn more about contacting our support: Contact the QuickBooks Online Customer Support Team.

 

Please let me know in the comment section below if you have any other questions. I'll be always around to help.

2 replies

Regina_Lend_A_Hand_Accounting
Regina_Lend_A_Hand_Accounting
April 24, 2019

Check your date filter and make sure the invoices in question have not already been matched

    D
    deanna6Author
    April 24, 2019

    The invoices aren't matched and I've checked the date 5 times.

     

    Rose-A
    Rose-A
    April 24, 2019

    Thanks for getting back to us, deanna6.

    Allow me to take over and help you get your invoices matched in QuickBooks Online.

     

    When matching invoices within the banking section, QuickBooks Online looks for open invoices. If it's not finding any open invoice, you can open the payment to expand the transaction and use the Find Match option to search for the transactions.

     

    Here's how:

     

    1. In the For Review tab, select a transaction.
    2. Choose Find Match.
    3. Search and select for the open invoice.



    If you're still unable to find the open invoices, you may want to review the transactions and make sure that the invoices are not reconciled or cleared.

     

    You can get more details in these articles:

     

    Let me know how it goes by leaving a reply below or if you have additional questions about matching transactions in QuickBooks Online. I'd be happy to help.

    KlentB
    KlentB
    June 2, 2021

    Hi there, alt3.

     

    I'm here to share some insights on how QBO handles your online banking transactions.

     

    When you connect your bank account, QuickBooks analyses your downloaded bank transactions against your locally entered data to match them. It also suggests categories for each downloaded transaction based on your previously accepted entries.

     

    Often the reason why QuickBooks is unable to show the correct match is because the actual amount or date of the transaction is off. You'll want to check the original entry to ensure that the final amount and date match the transaction in your bank feed.

     

    However, if it still not showing the correct transaction, you can turn off the Suggested Matches filter to see the full list. Here's how:

     

    1. Select Banking from the sidebar menu.
    2. Go to the Banking tab, then choose the appropriate bank account.
    3. Locate the transaction you want to match, then click it to expand the view.
    4. Select Find match.
    5. Adjust the date and transaction type filter, then toggle off the Suggested Matches option to view the full list.
    6. Tick the checkbox of the transactions that should be matched to the downloaded transaction.
    7. Be sure the total amount is correct, then click Save. 

    I'd also encourage setting up bank rules so it would be easier for you to categorize and add the transactions.

     

    In addition, here's an article that you can read to learn the different tips and tricks in matching online banking transactions: Tips for Working in QuickBooks Online’s Bank Feeds.

     

    Just tag me in your replies and posts if you have any other concerns or follow-up questions. I'm always here to help.

      O
      oceanbeachesglass
      October 1, 2021

      I'm having this problem, too.  There's really been some odd behavior - e.g., somehow getting many more possible "transactions to match" when I NARROW the date range!

       

      In trying to follow your recommendation, though, Klent, I get as far as Step 5 - where is the "Suggested Matches" toggle?  I don't see anything like that on my screen.  Under the header, the option fields are "show", "search", "from", and "to".  The next line is simply, "Select transactions to match".  The gear to the right brings up an empty field.  There are the boxes to check for each transactions, of course, but the only other options on the page are "resolve difference", "cancel" and "save".  

       

      I see your note is from just a few months ago - could the layout have changed in that time?

        M
        Mich_S
        October 1, 2021

        Greetings, @oceanbeachesglass.

         

        I want to make sure that all of your transactions in QuickBooks Online are in sync.

         

        There were no changes made to the interface about what my colleague has provided. If you still can't find the suggested transactions to match after doing the filter, you'll need to review the payment and make they're deposited to the same register. Then, check if they're deposited to the right bank account.

         

        If the Deposit to account is under Undeposited Funds, you can correct it to the account you want the payment to go to.

         

        I'll show you how to do it:

         

        1. Go to the Accounting menu. Then, select the Chart of Accounts tab.
        2. Locate and open the invoice.
        3. Click on Receive Payment.
        4. From the Deposit to field, check if the account is correct.

         

         

         

        Once done, you can go back and match the transactions again.

         

         

        To learn more about handling invoices, you can check out these guides below.

         

         

        Feel free to message us back if you need further help with QuickBooks and bank transactions. The Community is always willing to back you up. 

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