Matching a partial payment to an invoice in bank feeds

Hello there, BLDB.

We appreciate you taking the time to visit the Intuit Community and raising your concern regarding matching a downloaded partial payment transaction to an invoice, along with the attached screenshot. 

At the moment, it's not possible to link a downloaded transaction with a different amount to the transaction recorded in QuickBooks Desktop (QBDT). That's why you received an error message that the total amount does not match the downloaded transaction amount.

To record the partial payment, you have to enter it on the customer's invoice and exclude the payment from the bank feed. Here is how you can make a partial payment:

1. Go to the Customers menu at the top.
2. Select Receive Payments.
3. Choose the customer name in the Received from the dropdown arrow.
4. Put a checkmark on the invoice that you received a partial payment.
5. In the Payment column, enter the amount.
6. Click Save & Close.

To exclude the partial payment from the bank feeds, follow these instructions:

1. Go to the Banking menu at the top.
2. Select Bank Feeds, then Bank Feeds Center.
3. Choose the Bank account.
4. Click the Transaction List to see the transactions.
5. Tick the box beside the transaction that you want to exclude.
6. In the Batch Actions dropdown button, select Ignore.

For further guidance on adding and matching bank feed transactions, you can refer to this article: Add and match Bank Feed transactions in QuickBooks Desktop.

To ensure hassle-free reconciliation of your account in the future, you may refer to our article on the best practices for the reconciliation workflow in QuickBooks. It also guides how to overcome challenges during the reconciliation process.

If you need further assistance in managing downloaded transactions or partial payments in QuickBooks, please let me know by commenting below. I will be happy to help.