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Steve Orme1
October 11, 2023

Allocate receipts against invoices for multiple customers

  • October 11, 2023
  • 1 reply
  • 0 views

I have set up bank rules to post receipts against customers but I then have to manually allocate these receipts against invoices for each donor. Is there a way to automate this so that all receipts are allocated against invoices for all customers ?

    1 reply

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    GeorgiaC
    November 2, 2023

    Hello Steve Orme1, thanks for posting on the Community

     

    The bank rules in QuickBooks Online can only be used to automatically add transactions (not match). If you enter invoices manually in QuickBooks, you can instead match the online bank transaction to the invoice. QuickBooks then knows the downloaded record is the same one you already entered - it connects the two so there are no duplicates. 

     

    QuickBooks will automatically suggest a match in the action column of the for review tab if it finds identifies an existing record based on the amounts and dates. If you don't see an automated match, you can still find a match when you select the Find match button (click on the transaction listed in the for review view to expand). 

     

    If you have any further queries, get back to us below. 

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