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S
SrM25
October 1, 2025
Question

transacrions not able to match whether bill or expense or anything

  • October 1, 2025
  • 1 reply
  • 1 view

Hello,

This is not the first time I have had trouble matching.  Sometimes when I go to match it only allows me to choose a bill and not expense for some reason.  Then before I think a few I changed to bills and a few I just deleted everything and created the expense upon posting.  This time here is the scenario:  

 

I wrote a check manually on Sept 26 and got a handwritten receipt for which I promptly uploaded to Receipts and created an expense.  When it posted Sept 30, I tried desperately to match this transaction to the expense to no avail!  I double checked the amount and the date and the account I wrote the check from.  nothing.  Then I decided to try creating a bill.  nope.  Then I tried to "mark as paid" the bill.  Nope.  Then I tried to move the bill date to Sept 30, nope.  

 

What is going on and how can I get this to match?

1 reply

JenoP
JenoPQuickBooks Team
QuickBooks Team
October 2, 2025

You did the correct troubleshooting by making sure it had the correct account and date, SrM25.
 
When matching an uploaded receipt, QuickBooks will look for a corresponding transaction type, such as a check, an expense, or a bill payment.
 
Since you're unable to match it even after deleting and recreating the transaction, I recommend logging out of your account. Then, log back in using a different browser. QuickBooks works best with Google Chrome, Mozilla Firefox, Microsoft Edge, and Safari.
 
If you can't still match the transactions, it suggests a deeper technical error that's causing the issue. At this point, you've done everything a user can do. I recommend reaching out to our live support team. They can securely share screen with you to investigate and find out exactly why this specific transaction won't match.
  

Here's how to reach out to them:

 

  1. Click the Help menu in the upper-right-hand corner of QBO.
  2. Proceed to the Assistant tab.
  3. Type in "contact support" in the chat box and press Enter.
  4. Select Contact a human, then click Live Chat or Call me back.
  5. Type in a short description of your concern and click Continue.
  6. Choose between Callback or Chat.

 

Let me know if you have other questions for us.

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