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Jan 5, 2022 4:09 PM UTC
Question

Bank feed matching

I raised an invoice and the customer paid in full. Then I had to raise a credit note which is posted into QuickBooks too. And I have physically paid this to them from the bank. Now the bank feed has the refund on it but I can't seem to match the bank feed payment to the sales credit note. How do I do this?

 

2 replies

Jan 5, 2022 5:19 PM UTC

Don't worry I have realised its because i used credit note instead of Refund receipt

AlexV
Jan 5, 2022 10:44 PM UTC

Hi Hayley Easter!

 

It's great to know that you're able to fix it. Keep on posting here if you need more help.

 

I added these links if you need assistance in linking a bank account and reconciling your accounts:

 

Take care always!