Skip to main content
L
Lucy2000
October 10, 2022
Question

Matching transactions to invoices

  • October 10, 2022
  • 1 reply
  • 0 views

Hello, 

I am trying to match two bank payments to one invoice. Before I started doing this I already said the client had paid so the invoice is now paid and closed. When I try to match the two bank transactions to a invoice, the right invoice doesn’t appear to be in the list? I’ve change the date and put in the clients name but it still doesn’t come up for a match. Help!

1 reply

Candice C
Candice C
October 10, 2022

Good morning, @Lucy2000. 

 

Congrats on making your first post here in the Community. Let's work together to get this problem handled as soon as possible. 

 

There could be a few reasons why these transactions don't have a match. Let's double-check these reasons below: 

 

  • The payees don’t match
  • The amounts don't match
  • The dates don't match or aren't close
  • The transaction is older than 6 months.
    Tip: You can still find a match when you select the Find match section
  • The bank account on the payment is not the same as the bank where the match is located
  • The payment has been reconciled
  • The transaction is already matched to something else
  • There’s a multicurrency issue with the exchange rates, or the transaction doesn't pass through the home currency at some point. 

 

You can also try the details listed in this guide about matching and categorizing transactions in QuickBooks Online. 

 

If you're still having trouble, don't hesitate to come back. We're always here to lend a helping hand. Take care! 

Terms & ConditionsAccessibility statement