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LiveToLearn
October 7, 2022
Question

Refund Paid Invoice

  • October 7, 2022
  • 1 reply
  • 0 views

Hello! 

 

I have a paid invoice for a client. A refund check was sent to them, though not through QBO. It was a regular check. How do I match this line item from the bank with the paid invoice? 

 

Thank you!

1 reply

Candice C
Candice C
October 7, 2022

Good evening, @LiveToLearn. 

 

It's great to see you back in the Community. Allow me to help you match the line item from the bank to the paid invoice. 

 

It's a few easy steps to do this action you requested. Here's how: 

 

  1. Go to the Banking tab. 
  2. Select the box for the specific bank account. 
  3. Choose the "For review" section. 
  4. Locate the bank line item and click on it. 
  5. Tap the Find match option bubble. Then you can add it from there.

 

Learn more about matching and categorizing transactions in QuickBooks Online through this guide. 

 

This should do the trick. If you have any other questions, don't hesitate to ask. Have a great day! 

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