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Jan 14, 2022 8:50 AM UTC
Question

When matching payments from customers invoices that are in the bank, do I just match it from the b

Hi 

I’m confused on matching customer payments when I see them in Banking transactions. Do I match or do I go into customers and received payment? Also if it’s come into our bank which is downloaded into quick books what would I select? Is it bank trf or cash in hand???

1 reply

Jan 14, 2022 9:40 AM UTC

Hello KA2022, 

 

Welcome to the Community page, 

 

Here is some links that will help you in regards to matching transactions in your Quickbooks account. 

 

Categories and match 

 

Add and match