How do I match a bank transaction to a bill and a credit at the same time?

Let me help you match the bank transactions for your bills and credits in QuickBooks Online (QBO), christy-mulekick.

We're unable to match the expense bank transaction with the bill and the corresponding vendor credit in QBO. What we can do is link the vendor credit and bill by using the expense feature or pay bills feature. This way we match the bill payment with the corresponding credit in the expense bank transaction. Here's how you can make use of the Pay bills option: 

1. From the + New button, select Pay bills.
2. Select the bank account.
3. Tick the vendor's name. You'll see the available credit with this vendor in the Credit Applied field.
4. Click Save and close.

From there, you can match the bill payment with the corresponding credit. Below are the steps as your guide:

1. Click Bank transactions from the Transactions tab.
2. Hit the tile of the bank account.
3. Select the payment.
4. Tap Find match. 
5. Press Confirm.

For more details about the process, see this link: Match online bank transactions in QuickBooks Online. Just in case you need to choose a specific vendor credit to apply to your bills, let's go over to the Bill Payment section. Here's how:

1. Go to Expenses and click Bill. 
2. Select the Unpaid tab. Click the dropdown icon in the Action column, then View/edit bill.
3. At the upper-right corner of the screen, click Mark as paid.
4. Go to the Credits section and tick the box of the specific vendor credit you want to apply.
5. Click Save and Close.

In addition, I'll be sharing these links that will guide you in using bank rules to automatically categorize transactions from your bank and reconcile your accounts in QBO:

• Set up bank rules to categorize online banking transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

Please know that you are always welcome to click the Reply button below if you still have concerns about matching bank transactions. I'm always around to help. You have a good one.