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February 26, 2021
Question

How can I match a downloaded transaction from the bank that was incoming funds from a supplier. I have raised a credit note but I can't match it in the find match section

  • February 26, 2021
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1 reply

AlcaeusF
February 26, 2021

Thanks for visiting the Community, @AJGmc.

 

In QuickBooks Online (QBO), the option to match a credit note to downloaded bank transactions is currently unavailable. You can manually create an expense and post it to your sales account so you can link it to the Credit note as a workaround.

 

Here's an article that contains the detailed steps on how to do it: How do I handle supplier credits and refunds?

 

For more insights about reviewing and matching downloaded bank transactions in QBO, check out this article: Categorise and match online bank transactions in QuickBooks Online.

 

If you have any additional questions or concerns, feel free to leave a comment below. I'm more than happy to answer them. Have a good one!