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March 2, 2022
Question

There is no option to talk, this is useless and very frustrating!

  • March 2, 2022
  • 1 reply
  • 0 views
The invoice is shown as 262 pounds but will not balance /match with the banking payment received of 262 no option to match these together..next to useless..

1 reply

JessT
March 3, 2022

Hi info244,

 

I understand what it feels like when we can’t match bank transactions to invoices. Let me turn the table around and help you resolve this.

 

An invoice becomes unavailable for matching if it has been paid, and the payment has already been reconciled or deposited into another account. If the payment has been reconciled, just exclude your downloaded transaction. If it's the latter, you'll want to edit the invoice payment and update the Deposit to account or change the Account of the deposit.

 

 

Alternatively, you can use the Find match option to search for the invoice as a matching entry. This is typically used when QuickBooks is unable to suggest a match due to a huge difference between the dates of the bank transaction and the invoice.

 

  1. Click on the downloaded transaction.
  2. Select Find match.
  3. On the next page, adjust the date range to cover the invoice date.
  4. Select the invoice as a match and click Save.

 

 

I'm including this article to give you more information about matching bank transactions: Categorise and match online bank transactions in QuickBooks Online.

 

On the other hand, if you want to contact our QBO Support, you can reach them during normal UK business hours.

 

  1. Click the Help (?) icon at the top.
  2. Select the Search tab and click  Contact Us at the bottom.
  3. Enter the summary of your concern in the box provided and click Continue.
  4. Choose between Chat or Callback. These options are only available during business hours.

 

The QuickBooks Team is always available should you need further assistance. We got your back here in the Community. Take care!