We currently have an on-going issue where users aren't able to match transactions in QuickBooks Online. Rest assured that our product engineers are diligently working for a fix.
To ensure you'll get an update about the resolution status, I recommend contacting our Phone Support Team. This way, they can add your company to the list of affected users and provide this investigation number for easy tracking: INV-43157 .
To reach them, click the ? Help button and select Contact Us to talk with a live agent.
Just in case you want to categorize bank transactions, feel free to check out this article for more guidance: Assign, categorize, edit, and add your downloaded banking transactions.
Thank you for your patience while we work for a fix. Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Have a great day.
This problem is clearly still unresolved. Please would you update us on the resolution?
November 03, 2020 11:57 AMThe issue of matching transactions was already closed, and I personally want to get this fix for you.
When matching transactions, you'll want to check the filtered date and make sure it hasn't been matched yet. Here's how:
If the filtered date was set correctly, let's try logging in to your QuickBooks Online (QBO) account using a private or a different browser. This way, we can check if it's a browser data issue.
If this works, it means that you need to clear the browser's cache so the system can start fresh.
If you get the same result, I highly recommend contacting our Phone Support Team. This way, they can further investigate this matter and provide additional steps to get this resolved.
I'm always here to listen if you have other concerns with QuickBooks. You're welcome to post again or leave a reply below.
Thank you for your quick and detailed reply. I have unfortunately tried all of your suggestions, but the supplier bills are still not showing up on the list of "matchable transactions". When paying a local supplier the list is perfect, it only seems to be a problem when paying foreign currency suppliers.
I am getting around it by manually creating a "Pay Bill" then in my bank feed, ignoring the payment. It works, but it's not ideal.
Have a great day further.
November 03, 2020 01:36 PMI appreciate you performing the steps above, Michelle.
I'm here to route you to the best support team available that can help you further on this matter. Since all the troubleshooting steps didn't fix the issue, I'd recommend contacting our Phone Support Team. This way, they can investigate the cause of this glitch and get this resolved from there.
Here's how to contact them:
As always, you can visit our Help Articles page to learn more tips and watch video tutorials to learn your way around QuickBooks Online.
Please keep in touch with me here for all your QuickBooks needs. I'm always happy to help. Have a good day ahead.
June 02, 2021 03:15 PMI know this is old but it is a pain.
This has nothing to do with banking or invoices.
If the amount from the bank is less than the invoice or Journal entry, it will not show it.
Here is one example:
Trying to match a deposit in the bank feed for $300, the Journal entry is $400. When you try to match it, it will not show up, but if I chose another deposit that is $500 it will show up.
That is the problem.
Please turn off those filters or give me the option to filter.
June 02, 2021 04:53 PMI'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:
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.
October 01, 2021 09:14 AMI'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?
QuickBooks Team October 01, 2021 11:16 AMI 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:
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.
October 01, 2021 02:19 PMI'll give you an example. I have a series of Stripe transactions to reconcile in my Bank account. One is from 8/5/2020, is labeled in bank memo as "stripe. deposit". When using Find Match, I get about 30 possible Payments to match, and one single Journal entry (dated 8/2/2020 - I handle the fees and all that with journal entries). The filter is set to "ALL", and the date range is 5/7/2020 to 8/15/2020. The journal entry that does appear is one of two that the deposit consisted of, and one of three that are unmatched in my Bank Register. I get NO option for "Suggested Matches".
The next deposit from Stripe is from 9/16/2020, with the same memo from the bank as the other. When I do the Find Match, I again get 30 or so Payments that appear, THREE journal entries (dated 8/2/2020, 8/2/2020, and 8/4/2020). The filter is set to "ALL" and the date range is 6/18/2020 to 9/26/2020. I again get NO option for "Suggested Matches":
The next one (not to belabor the point - there is a change), is from 9/17/2020. This time, there are only 4 suggested transactions, ALL Payments (i.e., no journal entries) - dated from 6/27/2020 to 7/6/2020. The filter is set again to ALL, and the date range from 6/29/2020 to 9/27/2020. HOWEVER, on this one, "Suggested Matches" DOES appear, and is automatically clicked "on" for these results. If I unclick it, all those Payments and the previous 3 journal entries appear.
All three of these Bank entries for Stripe appear to be exactly the same - other than for date and amount - yet I get different behaviors with each.
Why does only one journal entry appear in the first, and three in the other two, when all three of those journal entries are within all three date ranges? It's not because of the accounts in the journal entries being incorrect - they wouldn't show for any matches if that were the case.
Why does "Suggested Matches" appear in the third and not in the other two? At first I thought maybe something changed in the QBO software between last Aug and Sep, but I have later Stripe deposits that all show the same kind of variations.
Finally, the above situation comes from Chrome, in private mode.
