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February 3, 2023
Question

Hide Bill Payments in Transaction Matching

  • February 3, 2023
  • 1 reply
  • 0 views

Hi,

 

I tried to clear out all my 2022 Suppliers with a mass "Pay Bill" for all outstanding Suppliers back in December.

 

Now in 2023 when I try to transaction match, I am getting an entry for Bill Payment Dec 2022 in addition to the new 2023 new open bill (see screenshot).

 

Am I missing a step to close out the 2022 Bill Payment so that it does not appear in transaction matching?

 

Thank you in advance!

Darren

1 reply

February 3, 2023

Hey there Dperlman,

 

Thanks for reaching out to us here. Making sure you get the support you need is important. I would be happy to point you in the right direction for the best assistance.

 

I feel you'd benefit more by contacting our support team outside of the Community as we would need a bit more information from you. They'll be able to verify your account details in a secure setting, as well as view your screen to better assist you. You can reach them by following one of these methods:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
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If you have any other questions, feel free to reach out here.