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chayanoelle
May 28, 2022
Question

Matching Invoice paid via CC to automatic bank deposit

  • May 28, 2022
  • 1 reply
  • 0 views
Right now I have multiple invoices that were paid via credit card and marked as paid (payment). But then when that credit card payment is deposited into my bank account automatically it is recorded as a 2nd income. How do I link the 2 without deleting the deposit or the credit card payment?

1 reply

M
Mich_S
May 28, 2022

Thank you for posting in the Community, @chayanoelle.

 

I'd like to provide some insights about matching transactions in QuickBooks Online.

 

When matching invoice payments, I recommend checking the account's bank rule. Make sure the Automatically add to register option is turned off. If the transactions show, you can manually use Find match to locate the invoice or invoice payment.

 

QuickBooks got a match between the downloaded transaction and the one you previously input. This links them together, avoiding duplicates. All you have to do now is double-check the match:

 

  1. Go to the Banking menu.
  2. Locate the transaction you'd like to work on from the For review tab, then click on it.
  3. Click on Find match.
  4. Under Matching records found, select the right transaction to match.
  5. Once done, click on Match.

 

I'm also adding these helpful guides to learn more about keeping track and handling transactions in QBO:

 

 

Feel free to leave a reply below if you need anything else about banking. You can also add questions regarding QuickBooks in general. I'm always ready to help. Stay safe!

C
chayanoelleAuthor
May 28, 2022

Thanks so much for replying to my question!

I unlinked the deposit from my banking transactions and I went in to find the match to match it to the invoice, but the invoice isn't showing and I assume it's because it's already "paid" from the credit card payment. I have never linked a transaction to an already paid invoice before. How do I do that? I have made sure the dates are accurate in matching, I have clicked show all, and I have typed in the corresponding invoice #. I have matched a lot of things so I know how to do it. Just not when the invoice is already paid.

    D
    DTRX-003
    September 26, 2024

    I am interested in the same 2nd question this person asked.

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