Why is Quickbooks Online no longer matching bank transactions?

Welcome to the Community, @tammy102 and @anna3501. 

QuickBooks Online (QBO) uses specific criteria, such as check numbers, amount, date, and payer information, to automatically make a match. If the downloaded transactions do not meet these criteria, they may not get matched. 

You may not be able to find a match in QuickBooks Online for several reasons. Some of these reasons include:

• The payees, amounts, or dates don't match.
• The transaction is older than six months.
• The payment has been reconciled.
• The record is already matched to another transaction. 
• Multiple currencies are involved, and the exchange rate has shifted significantly, making the amounts very different.

I recommend reviewing the criteria and comparing them to the transactions that need to be matched.

Once you've reviewed and concluded the details are correct, you can use the Find Match button to do it manually. Let me guide you on how to do it. 

Here's how: 

1. Go to Banking.
2. From the For review tab, click the transaction you want to find a match.
3. Select Find match, and it shows all suggested match transactions. 
4. Click Save. 

 
When you match a downloaded check to an open bill in QBO @anna3501, the system will automatically create a new bill payment to mark the bill as paid. You can check the Categorized tab in the banking section to verify if the transactions are correctly matched. Once you have confirmed they're correctly matched, you can return to the For Review tab. If you notice that a check has stayed as an expense and appears to be a duplicate, you can exclude it from your records. This will prevent the entry from being recorded as an expense in your books.

Once everything matches, your accounts are balanced and accurate. You can now reconcile your account. To learn more about how reconciliation works in QBO, check out these articles: 

• Learn the reconcile workflow in QuickBooks.
• Reconcile an account. 
  
  

Feel free to reply below if you need further assistance regarding this or any QBO-related transactions. I'll be here to assist. 

I understand this to be inconvenient for your business, @aschwab83. I'm here to give an update on the investigation. 

Upon checking here on my end, a fix to the issue (INV-93947) with matching bank transactions is still ongoing. I assure you that our product engineers are working diligently for a solution. In the meantime, I suggest following the steps by my colleague @ShyMae about manually matching transactions. 

I also recommend reaching our back-end support team to add you to the list of affected users. Upon contacting them, you will be listed among affected users and notified promptly once a fix is available. 

    1. In your QuickBooks Online company, go to Help (?).

    2. Select either of these tabs:

• Assistant tab and type Talk to a human.
• Search tab and click on Contact us to connect with a support expert.

    3. Choose how you want to reach us (phone or chat).

You may refer to this article for other details about their support hours: QuickBooks Online Support. 

I'll add this article as a guide about reconciling an account in QuickBooks Online: Reconcile an account in QuickBooks Online. 

We are grateful for your patience while we are working on a fix for the issue. Should you have further concerns, we are always here to assist.

I understand you're having challenges with reconciling your transaction in QuickBooks Online (QBO), Tbustle. Let me direct you to the appropriate support to help you with this matter.

I appreciate the time and effort you've put into this process. We have reported cases from other users who experienced similar issue with reconciling transactions. To address this concern, I'd recommend contacting our Customer support team so they can add you to the list of affected users.

To contact our support team, here's how:

1. Sign in to your  QuickBooks Online Company, then click the Help (?) icon.
2. Enter your concern. 
3. You can either select Get a callback or Start chat to get a representative on the line. 

You can also check this link for more details and ensure to review their Support hours so you’ll know when agents are available: QuickBooks Online Support.

In the meantime, you can manually clear transactions in the bank register and exclude downloaded transactions.

Moreover, you can refer to these articles to ensure your books are updated:

• Reconcile an account in QuickBooks Online
• Learn the reconcile workflow in QuickBooks

You can always visit the Community if you need further help with reconciling transactions or any QBO-related concern. Stay safe.