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JamieMarshall
March 5, 2020
Question

How do I find where a transaction is matched?

  • March 5, 2020
  • 1 reply
  • 0 views

I can see the sales entries in the Chart of Accounts that I need to match to a bank deposit, but it's not coming up as an option. When I go to edit/delete it says it's matched to a deposit, but it's obviously matched to the wrong one somewhere. I can't find the deposit it's matched to. How can I find where a sale has been matched, if I only have the sales entry to go off of?

 

1 reply

AlexV
AlexV
March 5, 2020

I'll assist you with your bank transactions, JamieMarshall.

 

I tried to delete and edit some transactions on my Chart of Accounts and was able to successfully deleted and edited them. I also tried to create a journal entry, use it as a payment, matched and deposited it to other transactions and the same thing happens.

 

Let's perform some troubleshooting steps to see if this is just a browser issue. Start by using an incognito window and delete it from there. Please also clear the cache to fix errors cause by the junk files on your browser.

 

I've included this article on how to properly match and categorise bank transactions in QuickBooks Online.

 

Please post again if you need anything else. Have a great day!

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