We are having issues with matching bank transactions. Just started recently. For both deposits and expenditures. Help??? Thank you

I see you're experiencing an issue with matching transactions in QuickBooks Online (QBO), Graysonr58.

First, did you receive an error message when matching bank transactions in QBO? This will help us review our system for any reported issues.

QuickBooks offers smart suggestions to match your downloaded transactions to speed up the work for you. The system will see this as a possible Match if the other criteria are met.

Here are the following situations why you're unable to match your transactions in QuickBooks Online:

• Transactions have been previously matched to another downloaded transaction.
• Transactions were not entered using the same bank account.
• The transactions entered manually in QuickBooks could have a different number, amount, date, or payee from the downloaded expenses.
• Transactions are already reconciled.

For reference, check this article: Match online bank transactions.

If everything is correct and the issue persists, I recommend accessing QBO via a private window. It'll help us determine whether this is a browser cache-related issue. The search engine you regularly use when working on your books utilizes cached data to load web pages faster.

When using incognito mode, it'll assist us in determining its exact cause since this doesn't save your browsing history and doesn't accumulate cache. Here are the keyboard shortcuts: 

• Safari: Command + Shift + N 
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + N

Once logged in, verify if the transactions match. If so,  clear the browser's cache. Doing so mitigates the issue and ensures optimal performance in QBO. Using other supported browsers also helps us verify if this is a browser-specific problem. 

Once everything is good, you can check out the following articles that you may find helpful in the future:

• Categorize online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

You can always count on me if you need further assistance matching your bank transactions in QBO. I'm just a post away.