• Duplicate transactions in the matching transaction window

    I have uploaded an ofx file to bank services. While in the verify screen, it said there were transactions that might be duplicates. I could not see how to delete those specific transactions from in that screen, but I downloaded it anyway because in the…
  • Upload to Bank Services - Refuses to accept ANY file

    Hello, Have a couple of files where the Upload to Bank Services stopped working properly and don't know how to go about restoring this. After trying a few different options, OFX/CSV/QBO none of them work. What happens is after clicking on the "Upload…
  • Transaction not showing up for matching

    I am matching my bank download to my transactions on sage for the first time. I have come across several transactions, all invoices paid to my business by customers using a credit card and then being transferred to my bank account by my credit card processing…
  • Some bank transactions not appearing

    I'm trying to do my first bank rec for our operating account and am running into an issue. I've linked our bank account, and all applicable transactions show up on the match transactions screen, but when I go to do the bank rec 2 of my May 31st transactions…
  • Match Transactions issue - Find Match doesn't open

    I am having an issue with my Match Transactions. When I click "Find Match" it opens the window, but I can't actually see the window or find it. I have to hit esc to "close" it. The image shows what I see when I click "Find Match".