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M
melady
February 25, 2022
Question

Banking

  • February 25, 2022
  • 1 reply
  • 0 views

Hi all,

I use the banking function to match payments and receipts.

If a payee is not recognised I would like to be able to search for previous payments from the same payee, is this possible?

 

For example, I received a payment from a name that is not in my customer list but I know it is to be allocated to an existing customer. Chances are they paid before using the same account, I would like to find those matching payments to allocate it.

 

I can't search by amount as these tend to happen when I receive a deposit so not the full amount on the quote / invoice.

 

Also, I wish there was a way to save changes made in the banking window - when I receive a payment from someone that I cannot allocate straight away, I would like to be able to set all the fields up correctly but QB won't let me save these changes, it just reverts to what it thinks should be there - not very helpful.

 

Thanks

Melanie

1 reply

E
EmmaM
February 25, 2022

Hello Melanie, When the payee is not recognised is the reference the same as previously, if you click on the line of the transaction it should show the bank reference? In regards to the payment received you can not allocate it straight away what you can do is allocate it to undeposited funds and then use the bank deposit in the top left + symbol to deposit it when you want to add it to the bank. 

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