New: Pick the Right Transfer Match When Several Look Alike

Transfers should be the easy ones — money left one account and landed in another. In practice, matching often broke when more than one same-amount transfer sat in the feed. The old logic worked when exactly one pair existed; multiple cash moves, operating sweeps, or credit-card payments at the same amount meant missed matches… or a bank transfer paired to the wrong bill just because the dollars lined up.

This update shows every viable transfer pair in a ±7-day window — across bank-to-bank and credit card — and lets you pick the right one.

Surfaces all candidate pairs, not just one — when several same-amount transfers sit close together in date, you see the options and choose the correct account-to-account pair instead of getting no suggestion or a single forced guess. Covers the transfer types that break recon — bank-to-bank and credit-card transfers in that short window are included, so cash moves between accounts, operating sweeps, and card payments can reconcile cleanly. Closes a loud source of misses and wrong matches — same-amount transfers were a top matching pain point: a clear "Online Transfer to CHK…" getting matched to an unrelated bill for the same amount. Multiple suggestions cut both the miss and the mis-pair.

This is now generally available. Give it a try in the QuickBooks bank feed and let us know what you think through your comments.