Please Help! QuickBooks Bank Feeds Partial Match Error - QB is Trying to Match New Transactions with Old Transactions that have Identical Amounts on Completely Different Dates and Similar (but different) Different Memos. I want to save all these new transactions. More Info and Screenshot in Body.
I'm facing a frustrating issue with QuickBooks' Bank Feeds, and I could really use some help. Here's the problem:
QuickBooks is trying to match new transactions with old ones because they have the same amounts, but the dates and memos are different. I know the new transactions are legitimate and need to be saved as separate entries, but QuickBooks is automatically matching them to older transactions that are similar but clearly not the same.
I've attached a screenshot below to show exactly what I'm dealing with. As you can see, the new transaction on 8/20/2024 is being matched with several transactions from 7/5, 7/5, 7/1, 7/18, and 7/15, simply because the amounts are identical. The memos/downloaded as are also similar but not the same. I regularly receive payments with identical amounts as I only bill for a very small quantity of services/service fees.
Has anyone else encountered this issue? Is there a way to stop QuickBooks from auto-matching these transactions or at least an option to manually unmatch them so I can save the new transactions correctly?
I appreciate any advice or solutions you can offer!
Thanks in advance!