QB Issue Resolution:

When transactions are not showing any match, it’s possible that you have not recorded them in QuickBooks. In cases like this, you can manually add the 1st, and the 2nd downloaded transactions. Then, exclude the 3rd one.

 

The steps in adding the transactions can be found in this article: Match and categorize bank transactions in QuickBooks Online. Go to Add a new transaction section.

 

If you have recorded the transactions in QuickBooks but you can’t see the match link, you can select Find Match option and look for the same amount. Please see this sample screenshot for reference:

 

 

 

To exclude a transaction, here’s how:

 

  1. Go to the Banking > For Review.
  2. Put a check mark on the transaction you want to remove.
  3. Click the Batch actions drop-down menu and select Exclude Selected.

 

Once excluded, you can view the transaction in the Excluded tab. I’ve got this article for reference: Exclude expenses from downloaded bank transactions.

Resolution for Issue 'How can I edit linkage between credit cards and banks. I have a CC with 2 cards. I was able to link one but the other says it it linked to a bank. Actual message is “Credit Card is already linked to a bank feed. Select a QuickBooks account without an existing bank connection.” It should be set up as a CC not bank link and the CC transactions don’t get loaded into QBO.' available: Yes (Solved).
Source: Intuit Community forum.

How can I edit linkage between credit cards and banks. I have a CC with 2 cards. I was able to link one but the other says it it linked to a bank. Actual message is “Credit Card is already linked to a bank feed. Select a QuickBooks account without an existing bank connection.” It should be set up as a CC not bank link and the CC transactions don’t get loaded into QBO.: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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