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schmidt.matthew
June 10, 2023
Question

Is there a way to match one expense in QB with multiple bank payments?

  • June 10, 2023
  • 1 reply
  • 0 views
When paying a supplier via E-transfer, there are limits to how much can be transferred, so sometimes a single supplier invoice must be paid in multiple E-transfer instalments. How can I MATCH the single expense(supplier invoice) with 2 or more bank transactions (E-transfers)?

1 reply

T
Trish_T
June 12, 2023

Hi schmidt.matthew,

 

Welcome to Community!  QuickBooks Online enables you to match your transactions effortlessly, so you can reconcile with confidence.  I'd be glad to assist!

 

When you're ready to categorize and match transactions, you'll see View if QuickBooks found more than one match, follow these steps to review the matching records found;

 

1. Open Banking from the left menu

2. Select the For Review tab

3. Find a downloaded transaction with the View option in the Action column and hit View

4. Review the Matching records found in QuickBooks

5. Select the link next to each match to get more details

6. Review the Deposit to, Payment method, or Bank account fields on forms for the existing transactions in QuickBooks
7. Compare the potential matches

8. Select the transactions and then hit Match

Here's a helpful guide, for your reference.

 

Should you require additional assistance, please don't hesitate to contact us.  It would be our pleasure to work with you in real-time and ensure you're able to accomplish your QuickBooks goals as soon as possible!

 

 

 

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