Question

Matching Bank Feed Deposit to Multiple Invoices

Forum|Forum|6 years ago
December 2, 2019
1 reply
0 views

Let's say a customer of mine pays for multiple invoices at once.

The bank feed will then stream in the bulk payment, and this payment will need to be appleid to several outstanding invoices.

How is this accomplished using the bank feed?

QuickBooks Online

Rose-A

It's good to hear from you today, globetreader569.

Applying a bank deposit to multiple invoices in QuickBooks bank feeds is quick and easy. You can use the Find match option to link these transactions.

Below are the steps to complete this process:

Go to Banking and click the payment or Deposit.
Click the Find math option.
Filter the Dates to show all the outstanding transactions.
Select the open invoices and hit Save.

I'm giving you these articles to know more about bank feeds in QuickBooks:

I'd love to help if you have additional questions about QuickBooks. You have a wonderful day.

C

caitgrace

Will this process work the same for multiple sales receipts?

M

MirriamM

Welcome to the thread, @caitgrace. Happy to see you here in the Community space.

Yes, the process my colleague provided above also works when you match multiple sales receipts to your bank feed. Just select Sales Receipt on the Step 4 to show the possible match.

You can take a look at the QuickBooks Online’s Bank Feeds: Matching Transactions article for guidance about this process.

Moreover, to learn how to review bank and credit card transactions after you download them into QuickBooks Online (QBO), see this helpful resource: Categorize and match online bank transactions in QuickBooks Online.

Let me know by commenting below if you have any clarifications or questions in QuickBooks. I'd be more than happy to answer it for you. Have a great day!

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