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M
mull1
November 22, 2022
Solved

Why does clicking 'Find match' do nothing, or show no matches, in QuickBooks Online, and how do I match the bank transaction?

  • November 22, 2022
  • 16 replies
  • 317 views
No text available
Best answer by Emma_P

 

If clicking Find match does nothing and you only get an "exit without saving" prompt, that is almost always a browser or display hiccup, and clearing your cache or trying a private window usually clears it right up. If the window opens but shows no matching transaction, it’s because QuickBooks only suggests a match when a matching record already exists within its search window. So the fix is to confirm the record is there, widen the search, or add the transaction instead. Here is how to sort out each case.

First, which are you seeing? If the button seems frozen, start with the browser steps. If the window opens but comes up empty, jump to the matching steps below.

If clicking Find match does nothing (the button seems frozen)

  1. Refresh the page and try again.
  2. Open a private or incognito window, sign in, and retry. In Chrome, press Ctrl+Shift+N (Cmd+Shift+N on a Mac); in Firefox or Edge, press Ctrl+Shift+P.
  3. If it works in the private window, clear your regular browser's cache and cookies, then try again.
  4. Still stuck? Try a different supported browser to rule out a browser-specific display issue.

If the window opens but shows no matching transaction

You will only see a match when the record is already in QuickBooks, such as an invoice, a bill, an expense, or a payment. If it was never entered, there is nothing to match to, so categorize the transaction to add it instead. To find and confirm a match:

  1. Go to All apps, then Accounting, then Bank transactions.
  2. In the Categorize or Match column, select the transaction (or the sparkle icon) to expand it. In the classic layout, open the For review tab and select Find match.
  3. Review the suggested matches. If the right one is not listed, select Find other match to search more widely.
  4. Select Post once the match is correct (in the classic layout, select the matching record, then Save).

Why a match might not appear

A few common reasons a suggestion is missing, and what to do:

  1. The record falls outside the search window. QuickBooks looks 90 calendar days before and 20 calendar days after the bank date, so adjust the date filter and try again.
  2. The amount is different because of a bank fee or a discount, so the totals no longer line up.
  3. The payment is one of several deposited together. In that case, match to the grouped deposit rather than the single record.
  4. The record was already reconciled, so it can no longer be matched. Exclude the downloaded line instead.
  5. The record was already matched to another downloaded transaction, or the same transaction came in twice. Exclude the duplicate.
  6. The record is in a different bank account, or it is a different transaction type than the one you are matching.

I matched a deposit and now I can't find it

Nothing is lost. Matching does not add a new line; it links the downloaded transaction to the record you already had, so the money sits in that bank account's register, and the item moves out of your review list. To find it or undo it:

  1. Go to Bank transactions and open the Categorized tab (called Posted in the newer layout).
  2. Select the item marked "Matched to" to review it.
  3. Select Undo if you need to redo it. That sends the transaction back to the For review (Pending) tab.
  4. If it is not in Categorized, open the Excluded tab and select Undo to bring it back to For review.

If it still will not match after all of this, reply with the transaction date, amount, and type, and we will help you track down why.

Official sources drawn from:

 

16 replies

G
GebelAlainaMQuickBooks Team
QuickBooks Team
November 22, 2022

I'm pleased to have you in the Community, @mull1. I'll share some details on why you're unable to match transactions in QuickBooks Online (QBO). 

 

When you click the Find Match option in QBO, there are a few reasons why certain transactions, do not appear (QBO). Please see below:

 

  • The transactions entered in QBO don't simply match the number, amount, date, or payee of your downloaded bank deposits.
  • The transaction/s you want to match have been reconciled.
  • The transaction entered in QBO has already been matched to another downloaded transaction.
  • The transactions were downloaded twice. If these transactions have already been added to QBO and have a lightning bolt in the CLR column, they will not be matched again.

 

After confirming everything, we can utilize the Find Match feature to show all potentially matched transactions. Follow these steps to do that:

 

  1. Go to Banking and select the Banking tab.
  2. Click the Find other records button.
  3. In the Match Transactions window, put a checkmark on the transactions that should match the downloaded transaction.
  4. If the transaction you want to match is outside the date range displayed, update it. You can click the date field to manually change the From and To dates.
  5. Select Save if the total amount of both transactions is the same.
  6. Click Save.

 

You can refer to this article for the complete guide on how to add and match downloaded transactions in QBO: Add and match downloaded banking transactions.

 

 In case you would like to reconcile your account, here are a few additional articles to help you accomplish a successful reconciliation:
 

Please don't hesitate to get back in the thread if you have follow-up questions. Have a good one.

M
mull1Author
November 22, 2022

When I click on find match on any item in Transaction, nothing happens. Nothing. Repeat clicking eventually leads to a screen saying would you like to exist without saving.

A
Anmin Dong
June 14, 2024

Hi there, I just found a bank transaction for deposit. After I click on match and go back to check customer transactoin. There is no deduction shown up in customer account. In addition, when I select GO TO Register, the transaction wasn't there either. I have no where to find this deposit transaction any more. 

ShyMae
ShyMaeQuickBooks Team
QuickBooks Team
June 14, 2024

Hi there, Anmin. When you match a transaction in the For Review tab, it automatically transfers to the Categorized tab. I'm here to help you track it down.

 

We can look for that specific transaction by following these steps:

 

  1. Hover over the Transactions menu.
  2. On the Bank Transactions page, head to the Categorized tab.
  3. Look and click the matched items.
     


If the transaction did not appear, head over to the Excluded tab. Then, hit Undo to bring it back to the For Review tab.


 

For future reference, you might want to check out these resources to help manage your transactions in QuickBooks Online:

 

 

Let me know if you need further assistance managing and locating your bank transactions. Feel free to add a response below. Best wishes, Anmin! 

Emma_P
Emma_PCommunity ManagerAnswer
Community Manager
August 6, 2026

 

If clicking Find match does nothing and you only get an "exit without saving" prompt, that is almost always a browser or display hiccup, and clearing your cache or trying a private window usually clears it right up. If the window opens but shows no matching transaction, it’s because QuickBooks only suggests a match when a matching record already exists within its search window. So the fix is to confirm the record is there, widen the search, or add the transaction instead. Here is how to sort out each case.

First, which are you seeing? If the button seems frozen, start with the browser steps. If the window opens but comes up empty, jump to the matching steps below.

If clicking Find match does nothing (the button seems frozen)

  1. Refresh the page and try again.
  2. Open a private or incognito window, sign in, and retry. In Chrome, press Ctrl+Shift+N (Cmd+Shift+N on a Mac); in Firefox or Edge, press Ctrl+Shift+P.
  3. If it works in the private window, clear your regular browser's cache and cookies, then try again.
  4. Still stuck? Try a different supported browser to rule out a browser-specific display issue.

If the window opens but shows no matching transaction

You will only see a match when the record is already in QuickBooks, such as an invoice, a bill, an expense, or a payment. If it was never entered, there is nothing to match to, so categorize the transaction to add it instead. To find and confirm a match:

  1. Go to All apps, then Accounting, then Bank transactions.
  2. In the Categorize or Match column, select the transaction (or the sparkle icon) to expand it. In the classic layout, open the For review tab and select Find match.
  3. Review the suggested matches. If the right one is not listed, select Find other match to search more widely.
  4. Select Post once the match is correct (in the classic layout, select the matching record, then Save).

Why a match might not appear

A few common reasons a suggestion is missing, and what to do:

  1. The record falls outside the search window. QuickBooks looks 90 calendar days before and 20 calendar days after the bank date, so adjust the date filter and try again.
  2. The amount is different because of a bank fee or a discount, so the totals no longer line up.
  3. The payment is one of several deposited together. In that case, match to the grouped deposit rather than the single record.
  4. The record was already reconciled, so it can no longer be matched. Exclude the downloaded line instead.
  5. The record was already matched to another downloaded transaction, or the same transaction came in twice. Exclude the duplicate.
  6. The record is in a different bank account, or it is a different transaction type than the one you are matching.

I matched a deposit and now I can't find it

Nothing is lost. Matching does not add a new line; it links the downloaded transaction to the record you already had, so the money sits in that bank account's register, and the item moves out of your review list. To find it or undo it:

  1. Go to Bank transactions and open the Categorized tab (called Posted in the newer layout).
  2. Select the item marked "Matched to" to review it.
  3. Select Undo if you need to redo it. That sends the transaction back to the For review (Pending) tab.
  4. If it is not in Categorized, open the Excluded tab and select Undo to bring it back to For review.

If it still will not match after all of this, reply with the transaction date, amount, and type, and we will help you track down why.

Official sources drawn from:

 
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