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CatJones
July 25, 2024
Question

Can't match split payments with invoices

  • July 25, 2024
  • 1 reply
  • 0 views

I have QB Solopreneur and I'm having problems matching payments and invoices.  My client has me send individual invoices for each matter but they batch pay.  Even after I split the payments so the amounts match, QB can't find those payments so I can mark the invoice paid.  Last time I looked for advice they said just mark them as cash for now but now my cash account is heavily inflated so I have undone that and the excluded payments.  Is there a manual way for me to match the payments??  (It's frustrating enough that I can't separate sent and unsent invoices but having paid invoices also show in the list is beyond frustrating.

1 reply

MariaSoledadG
MariaSoledadG
July 25, 2024

I can see the need to conveniently match transactions anytime. Let me help you with this so you match your transactions, CatJones.

 

In the normal process, the payment should appear for you to match with the invoice. You'll only have to make sure that you've provided the correct payment range of both the invoice and the payment amount so it shows up on your end. I've added this screenshot for your visual guide:

 

For now, separating unsent, sent, and paid invoices is unavailable. You can send feedback to let our product team know how this is useful for your business. To do so, follow the steps outlined below:

 

  1. Go to the Gear icon, then Feedback.
  2. Enter your comments or product suggestions. Click Next to submit feedback.

This goes to our Product Development team to help improve your experience in QuickBooks Online. Also, you can track feature requests through the QuickBooks Online Feature Requests website.

 

Furthermore, learn how you can file self-employed income taxes in QuickBooks. I've added this article for more details: Get Ready To File Taxes on Self-Employed Income in QuickBooks Online and QuickBooks Solopreneur.

 

Please keep me posted if you have any questions when matching transactions. We'll just be one post away if you need further assistance.

C
CatJonesAuthor
July 25, 2024

I’ve tried all that on two different browsers and the app. The payments don’t show whether they are split or unsplit. I’ve tried resetting and also changing the dates. The payments are in transactions and labeled sales but do not appear when I try to record payment. Defeats the purpose of accounting software if I can’t match payments to invoices. Really the fundamental part of the software. At this point I’ll be canceling my subscription. 

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