Cannot match refund bank transaction with my scanned receipt

Hello there, Paul. Allow me to provide some details to help you match your bank transaction entry to the scanned receipt in QuickBooks Online.

To start, please note that scanned receipts are exclusive to bills and expense transactions. Therefore, you cannot match them if the refund bank transaction is a money-in transaction.

If it's a money-out refund entry, please review whether the transaction details match the scanned receipt. Here are some reasons why a transaction might not find a match:

• The payees, amounts, or dates don’t match.
• The bank account associated with the payment differs from the bank where the match is located.
• The transaction is older than six months.
• The payment has already 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.

If everything matches, please follow these steps to proceed:

1. Navigate to Transactions and select Bank transactions.
2. Look for a downloaded record marked “matches found” in the Category or Match column.
3. Expand the selected record to check the date, description, and amount.
4. Review the suggested matches for existing transactions in QuickBooks.
5. Click the link next to each match for more details, ensuring the match is accurate. If not, select Find other matches to search for alternatives.
6. If a match is correct, select it and then click Match to confirm.

Refer to this article for further guidance on how to match transactions accordingly: Match online bank transactions in QuickBooks Online.

If you encounter any error messages, I encourage you to share them with us along with screenshots in this thread so we can further investigate and provide the necessary steps to resolve the issue.

Additionally, you can create bank rules to automatically categorize transactions, which will help speed up the review process for your online bank transactions.

Should you require further assistance in matching your bank transactions, please notify me by leaving a comment below. I'll be right here to help you at any time.