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New Member
July 2, 2025
Question

AI suggested matches in the bank feed prioritising newest invoice for matching without showing there are more possible matches

  • July 2, 2025
  • 1 reply
  • 0 views

This feature caught me out.  There is no clear indication there are possibly multiple matches unless you expand the transaction line.  

 

This then tells you there are other valid matches but you have to go find them with the find other matches option, even though it's just told you about the earlier invoice.

 

It explains the logic it is using :


" Invoice YYYY is more recent (dated 2025-07-01) compared to Invoice XXXX (dated 2025-05-01). Therefore, Invoice YYYY is prioritized as the most likely match."

 

There should be a option to suggest the earliest dated open invoice of the same amount at the very least.

 

I've talked to support and the say it is working as designed.  This isn't helpful as it means it is now far easier to match the wrong invoice in the bank feed.

1 reply

QuickBooks Team
July 2, 2025

The suggested matches that highlight the more recent-dated invoices depend on how the banking AI has analyzed and categorized your previous transactions, @SEdmunds.

 

You know your business best, so it's important to match and categorize transactions using your expertise. This ensures that you make the most accurate decisions for your financial records.

 

As Intuit's AI continues to learn, your feedback is essential in helping us improve the features of QuickBooks Online (QBO). We genuinely value your thoughts and encourage you to share your insights with us.

 

To help you stay organized and maintain accurate financial records, here are some valuable resources for managing your bank transactions and reconciling your accounts:

 

 

We appreciate your understanding and active engagement with our community. Your insights are invaluable as we work to enhance the banking AI's capabilities in QBO. If you have further questions about managing transactions, please feel free to click the Reply button. I'm here to help you navigate your financial management with ease. Take care.