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Dawn_at_Throw_Pink
July 22, 2022
Question

Pay multiple bills with one bank draft

  • July 22, 2022
  • 1 reply
  • 0 views

I paid a vendor using an automatic bank draft which is showing up in my bank feed in QBO. What is the best method to clear this from my bank feed and apply it to multiple unpaid bills?

1 reply

R
Rasa-LilaM
July 22, 2022

Hello there, Dawn_at_Throw_Pink.

 

I'd be happy to walk you through the steps of clearing the bank draft from your online banking and matching it to multiple bills. Let's use the Find match function to connect the entries and prevent record duplication.

 

Here’s how:

 

  1. In QuickBooks Online (QBO), head to the Transactions or Banking menu on the left panel to select the Banking option.
  2. This action will take you to the Transactions page.
  3. Click the blue tile drop-down under the Banking tab and choose the account you’re working on.
  4. In the For review column, look for your bank draft and click on it to expand the line item.
  5. Tick the Find match radio button to open the Match transactions screen.
  6. Find the bills and mark the boxes to link them to the check.
  7. Once done, tap the Save button.

 

For more in-depth information, check out the following article: Categorize and match online bank transactions in QuickBooks Online. It includes instructions on how to review and classify downloaded data, as well as match it to the ones in your company.

 

In addition, you can utilize the banking guide for future reference. It contains topics about reconciliation, making deposits, and handling online banking issues, to name a few.

 

Thank you for giving me the opportunity to help, Dawn_at_Throw_Pink. Feel free to get back in the Community if you have other questions about managing your vendors’ and banking transactions. I’m here to help and make sure you’re taken care of. 

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