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June 17, 2021
Question

I am trying to match a transaction with an invoice but when i click on find match not all of the open invoices show up only the last 3. Am i doing something wrong ?

  • June 17, 2021
  • 1 reply
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1 reply

June 17, 2021

Hell userheadtotailchiro,

 

QuickBooks is a versatile program that helps you streamline your work with ease. Don't worry, I'll be happy to help you with matching your transactions so you can get back to doing what you love the most. 

 

It's important you're able to match your transactions.  First, I'd recommend checking if the transaction in question is showing up in the register. You can do this by clicking Go to bank Register on the Banking page. If you can locate them in the register, the next step would be to verify that they're not matched to another downloaded transaction or have been reconciled. There will be two Green squares in the Reconcile status column if they've been matched. Additionally, an R will signify that it's reconciled. Both of these will prevent a transaction from being able to be matched.

 

I'd encourage you to check this and let me know if you have questions. I'll be on standby.