Transactions Review & Matching Incorrectly

The system is programmed to automatically identify a match when entries share similar details, such as dates, amounts, or payees/names, Bissell. Let me elaborate why turning it off is unavailable, as the auto-matching feature is intended for QuickBooks Online's add-on services.

The system is designed to automatically attempt to match transactions, such as payments, to invoices or other entries, given that they have the same amount. Since the invoices or suggested matches for your credit card payment transactions do not correspond, you can disregard them or manually click Match under the Match/Categorize column to find other matches and select one that fits.

Alternatively, the system won't suggest entries with identical bank details once you uncheck Enable suggested categorization. Next, review the overridden bank rules to ensure they're set up correctly.

On the other hand, can you share which setting you're able to turn off the matching feature? Is it the Automatic matching under the Categorized (old interface) or Posted tab (new interface)? If so, please know that this only applies to Payroll, Payments, and Bill Pay transactions. 

To learn more about categories and other categorization actions, refer to this article: Categorize and match online bank transactions in QuickBooks Online.

Do you also need help managing bank transactions and ensuring they're on the correct account? Speak now with a QuickBooks Live Expert for more personalized assistance.

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