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chrismahoney
July 18, 2019
Solved

Find Match link not showing

  • July 18, 2019
  • 2 replies
  • 0 views

I have two bank accounts which clients pay into, one for GBP payments and the other for EUR payments. This concerns the EUR account. I want to match one payment which I imported via CSV to two invoices which total that amount, however when clicking on this line under the 'For Review' tab, I don't get the option to 'Find Match', in order to match it to the two invoices. All I get is 'Not sure?' Help would be appreciated. Thanks.

    Best answer by payment after leaving

    Hi chrismahoney

     

    As you have discovered there is no option to find match within foreign currency accounts. You will have to make manual payments against the invoices and exclude the transaction from the banking screen.

    2 replies

    P
    payment after leavingAnswer
    July 18, 2019

    Hi chrismahoney

     

    As you have discovered there is no option to find match within foreign currency accounts. You will have to make manual payments against the invoices and exclude the transaction from the banking screen.

      C
      chrismahoneyAuthor
      July 30, 2019

      Thanks for the workaround, even though a manual process such as this kind of defeats the purpose of having a totally automated process. I would urge the QBO dev team to see to this 'glitch' to facilitate the user experience. Thanks.

        BettyJaneB
        BettyJaneB
        July 30, 2019

        Hello there, @chrismahoney.

         

        I can see the importance of this feature can have into your business. QuickBooks is constantly uncovering ways to make sure that your product meets your needs, based on your feedback.

         

        I'd encourage you to visit our QuickBooks Online Blog regularly, to be updated with our latest news and update, including our product improvements. 

         

        I've also included here some resources that you can check out for more insights about handling bank transactions and exploring the features in QuickBooks Online:

        Please don't hesitate to post any questions you may have concerning QuickBooks. I'll make sure your taken care of. Take care!

        J
        jasonjoslin
        May 29, 2020

        I work primarily with GBP accounts using QBO UK. I have the same issue, but with a USD account. I also have a EUR account, but I was able to match payments to invoices with this one. 

         

        So did your EUR account start working now? I'm wondering if QBO can also do the same for USD?

        P
        payment after leaving
        May 29, 2020

        Hi jasonjoslin

         

        We appreciate that not having the find match function for foreign accounts may be an inconvenience. If you make manual payments against transactions the auto match function may match the transactions. We have submitted a product enhancement to our engineers for their consideration and encourage you to leave feedback from within the product..

        G
        guererojpa
        October 5, 2020

        Wow thanks for this thread, but QBO, really? 

         

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