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Tara40
November 24, 2021
Question

Matching Multiple Transaction to Receipt

  • November 24, 2021
  • 1 reply
  • 0 views

Hello. I understand you cannot match multiple bank transaction to one receipt in Quickbooks. However, I am unable to delete the receipt as it's attached to an invoice that has already been sent and paid. How would I record the bank transactions?

1 reply

LeithG
LeithG
November 25, 2021

Hi Tara

 

When you record the initial 'receipt' of payment, on your Customer tab, be sure to record it to 'Undeposited funds', then later when you do actually get the money in your account, you can use the New+ button to record a bank deposit, picking the items from the Undeposited funds to amount to the amount of the deposit.  If you're receiving three different payments for the same receipt, that would be three different transactions to match to.

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