How to match two customers transactions. One is a refund and one is a sales(deposit). They both came in merchant services

Hi, Jennifer.

I appreciate you for reaching out to us here on the Community page.

With QuickBooks Online (QBO), we can only match transactions with the same customer's name. With multiple customers, you can record the deposit and refund manually. Then, exclude their difference from the Banking page to keep the accurate balances. I'm here to guide you through the process.

Here's how you can record the deposit and refund:

1. Open your QBO account, then go to the (+) New icon.
2. Select Refund receipt under customers to enter a refund.
3. Hit Bank Deposit under Other to create a deposit.

On the other hand, here's how to exclude the downloaded banking transactions:

1. Click on Banking or Transactions at the left pane.
2. Go to the Banking page, then switch to the For Review column.
3. Pick the downloaded entry and mark the box beside the Date column.
4. Tap the Exclude tab to remove the transaction from your record.

Here's an article you can read more about handling your downloaded transactions in QuickBooks: Categorize and match online bank transactions in QuickBooks Online.

You can also open these articles for additional resources about refunds and deposits:

• Record and make bank deposits in QuickBooks Online
• Record a customer refund in QuickBooks Online

For more hints while working with QuickBooks and managing your customer's transactions, you can also open the topics from this link: Find QuickBooks help articles for QBO.

If you need additional help with your sales and refund transactions, please notify me by adding a comment below. I'm always here to help. Keep safe!