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Jennefer70
July 25, 2022
Question

Matching multiple invoices to one bank charge/transaction

  • July 25, 2022
  • 1 reply
  • 0 views

Hello,

 

I am having trouble matching multiple invoices with one bank charge. When I go to match the bank charge, because the amount isn't matching to the smaller invoices, it doesn't want to match. I need to know how to get it to match to all four invoices which total the one amount.

 

Thank you!

Jennefer

1 reply

T
Trish_T
July 25, 2022

Hi Jennefer70,

 

Welcome to Community!  Your banking is a vital part of your books and it's important that you're able to match your transactions with confidence.  I'd be happy to provide more information so you can get back to what you love!

 

You can combine your transactions and ensure they match with your bank records and keep your accounts balanced in QuickBooks Online.  Depositing them into the Undeposited Funds account first and then combining them into one bank deposit will ensure the transaction matches effortlessly.  Here's a helpful guide for combining multiple transactions into a single record.

 

If you require additional assistance, please don't hesitate to contact us.  It would be our pleasure to work with you in a private setting and navigate you through the process.  Your success is our number one priority and we'd love to help!

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

Feel free to reach back out with other questions.  We're here for you!

 

 

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