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bcschoolsports
February 22, 2022
Question

In October entered a debit to Accounts receivable for an account and in November entered a credit when funds were received. How can I link them after 3 bank recs done?

  • February 22, 2022
  • 1 reply
  • 0 views
I usually use a Sales receipt for this. It is a GST rebate from Govt of Canada. But this time I entered it by Journal Entry. The debit and credit are both marked Overdue in the Customer screen. I have done 3 bank reconciliations since, so don't want to delete and re-enter the transaction in a different manner....

1 reply

J
JamesM4
February 23, 2022

Hello bcschoolsports,

 

Knowing the right way to record your transactions helps you save time in the future. QuickBooks offers the tools and the resources you need in order to manage your income and expenses and I'll be happy to point you in the right right direction. 

 

In order to ensure accuracy in your books. I highly recommend getting in touch with an accounting professional for expert advice on this. In case you're not in contact with a professional, I encourage you to reach out to one on our site using this link here. 

 

Here's a helpful article with more info on how to: Categorize and match online bank transactions in QuickBooks Online​​​​​​.

Give this a try and let me know how you make out. I'll be here if you have other questions. Otherwise, enjoy the rest of your week.

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