How do i find if a deposit/transaction is unmatched on an invoice?

Hi there, sales203.

I suggest running the Transaction List by Customer report and filter it to show the Cleared status and the Transaction Type. This way, it'll show if an invoice is a match to a deposit. After filtering the report, look for the deposit that doesn't have a letter C under the CLR column. This means that they are not yet matched to any invoice.

Here's how:

1. Click Reports on the left panel.
2. Type Transaction List by Customer in the search box.
3. Click the Customize button in the upper right-hand corner.
4. Maximize the Rows/Columns section. Then, click the Change columns link.
5. Check the Clr box.
6. Maximize the Filter section.
7. Check the Transaction Type box and choose Deposit.
8. Checked the Cleared box and select All.
9. Click Run report.

You can refer to this article for additional information on how to customized a report to show the specific data you want to view: Customise reports in QuickBooks Online.

Please also check the articles below on how you can review bank and credit card transactions by matching and adding them in QuickBooks. Then, to see steps on how to edit matched or added transactions.

• Categorise and match online bank transactions in QuickBooks Online.
• Unmatch or move bank transactions after reviewing them.

Please let me know if you have other questions related to QuickBooks. I'm always here to help.