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Twinsmom07
September 19, 2024
Question

Can I add customers name to credit card deposits that my techs do not get at times? Can I make invoices to match the no name deposits?

  • September 19, 2024
  • 1 reply
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1 reply

J
JohnBishop1
September 19, 2024

Hi,

 

You can manually add customer names to credit card deposits by recording the transaction in QuickBooks.

Go to Sales -> Customers and create a new invoice for the customer.
Match the amount of the deposit to the invoice. Then, go to Banking -> Make Deposits, select the customer payment, and link it to the deposit.

 

This will ensure the deposit is linked to the correct customer and matched with the invoice.

R
Rasa-LilaM
September 19, 2024

Staying on top of your banking transactions is important for making reconciliation a breeze, Twinsmom07. Let me provide clarifications about the matching process and share alternate solutions to fix the issue.

 

In addition to JohnBishop1's answer, we're unable to add customers' names to downloaded credit card deposits in QuickBooks Online (QBO). However, you can reach out to your Financial Institution (FI) to check if they can include the names (customers) as the data we receive is dependent upon them.

 

In response to your other concern, yes, you can match invoices to deposits without names. QBO will analyze your bank data to find matches, rules, and recognized transactions based on check number, amount, date, and payee. For deeper insights into the process, including guidance on reviewing or undoing matches, visit this article: Match online bank transactions in QuickBooks Online.

 

If the online program is unable to recognize a match, utilize the Match tool by following these steps:

  1. Navigate to the Transactions menu on the left panel and select Bank transactions.
  2. Choose the tile for the account you're working on and head to the  For review tab 
  3. Click and find the downloaded entry to view more details.
  4. Tick the Match button to open the Find other matches screen.
  5. Manually select the invoice that matches the downloaded transaction and click the Match button.

Perform the same steps for the remaining deposits you're working on. Need to learn more about classifying your bank data and balancing your account? Open each link below to view the complete details:

We also have a team of experts who will walk you through the process of matching transactions, empowering you to handle your accounting tasks with confidence. Check out QuickBooks Live Expert Assisted for more details.

 

Visit the Community again if you need further assistance managing your downloaded transactions or have other product-related concerns. We're always ready to lend a helping hand.

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