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A
Anonymous
March 29, 2019
Solved

Matching bank deposits to invoices

  • March 29, 2019
  • 1 reply
  • 0 views

I just upgraded from QB Desktop 2016 to Desktop 2019.

 

I can't find any way to tell QB that a particular bank deposit downloaded from my bank applies to a particular invoice.  Not in the help file, not on the Web. This used to be straightforward. 

 

If I go to Banking Feeds center and select "Match to Existing Transaction", there are no open transactions after selecting "Show All".  If I select "Add More Details" I get a dialog in which the invoice I want appears, but there is no way to select it; clicking anywhere does nothing.

 

Is there really no way to do this most fundamental task?

Best answer by

It sounds like you've already tried everything, JonFleming.

 

If the agent didn't mention about creating an investigation for this issue, please request for a callback again so this will be investigated. If the agent did, please wait for an update from our engineers.

 

We're just here if you have other questions.

 

 

 


I figured it out! I call it a bug.

 

When I opened that dialog for the first time, QB or Windows calculated the column widths.  The first column was too narrow! THe checkboxes "were there", just not being displayed. Drag the first column a little wider and voila.  There they are. 

1 reply

A
Anonymous
March 29, 2019

Hi there, @544633.

 

Thanks for reaching out in the Community. I'm here to help share some insights about matching bank deposit to the paid invoice in QuickBooks.

 

Selecting the Add More Details tab on the Transaction Details page will create another transaction if you add it to QuickBooks. Can you provide a screenshot of the invoice transaction appearing on the Add More Details?

 

You may also check this related article on how QuickBooks handles the downloaded transactions: Add and match Bank Feed transactions.

 

Keep me posted so I can further check the invoice transaction that appears on your Banking Feeds Center. I'll be here to help however I can.

 

 

 

 

 

 

A
Anonymous
March 30, 2019

I spent several hours on the phone with Quickbooks support.  The issue is that on only one computer (the one on which QB must run) the checkboxes are missing from the top half of the "Add More Details" dialog box.  There's checkboxes aplenty elsewhere. The latest attempt was a clean QB install, which didn't help.

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