Clearing customer invoices

Matching multiple deposits to invoices with different amounts is easy, MLK4934. I can help you with this.

The value of a bank transaction may occasionally differ slightly from the amount of a transaction you entered within your QuickBooks account. We can enter an adjustment to resolve the difference in a match.

1. On the Banking page, find an item with an amount that doesn’t match the transaction you entered for it.
2. Select the item, and once the row expands, click Find Match.
3. In the Match Transactions page, select the transaction to match.
4. Once you select the transaction, scroll to the bottom of the table and click Resolve difference on the right.
5. Click Add new transaction to add the resolving amount.
6. Complete the fields in the table to add the adjustment.
7. Click Save.
   

It's how we handle transactions when amounts aren't matched. 

Also, we can receive payment for each invoice from the customer. Be sure to select Undeposited Funds as the deposit account. It's the other way around to match our invoices and deposit. Once done, create a bank deposit:

1. Navigate to the +New button and select Bank deposit.
2. Select the account you want to deposit the payment into.
3. Tick the box beside the payments.
4. Select Save and close.

We can review these articles to learn about handling transactions from the bank feed. Also, it contains a video tutorial and tips on how to fix any issues during the reconciliation process.

• Categorize and match online bank transactions in QuickBooks Online.
• Reconcile an account in QuickBooks Online. 

Please let me know if you have more concerns about matching transactions in QuickBooks. I'll surely help you further. Take care and stay safe.