Using the connect to paypal app, how do I match a deposit to a customer invoice? It's only coming up with one invoice option to match my deposit to, but not te right one?

Hi there, Laura.

I am here to provide comprehensive support and guide you through the process of matching your deposit to a customer's invoice.

You can use the "Find Match" option to see if the correct invoice appears. If the invoice does not show up, it may be because it has already been paid. I suggest matching your deposit from the PayPal app to the payment.

As an alternative, you can link your deposit to an invoice to keep your record accurate and helps avoid errors when it's time to reconcile your accounts.

Prior to linking your deposit to an invoice, make sure you have the invoice from the customer.

To edit a deposit entry in your bank register, follow these steps:

1. Navigate to Settings, and then select Chart of Accounts.

2. Locate the account where the payment was deposited and click on View Register.

3. Find and select the correct deposit. Then, click on Edit.

4. In the Add Funds to this deposit section, identify the deposit you wish to edit.

5. From the Received From dropdown menu, select the customer from whom the deposit originated.

6. From the Account dropdown menu, select Accounts Receivable.

7. Finally, click on Save and Close.

To apply the deposit entry as an invoice payment, follow these steps:

1. Update the deposit and then apply it as a credit to the invoice.

2. Click on + New.

3. Select Receive Payment.

4. From the Customer dropdown menu, choose the customer's name. This will display all unpaid and outstanding credits for that customer.

5. In the Payment Date field, enter the date you received the payment.

6. In the Outstanding Transactions section, select the invoice you want to mark as paid.

7. In the Credits section, select the deposit you are applying.

8. Click Save to complete the process.

Check this article on how to match online bank transactions in QuickBooks Online.

For future assistance check this article to guide you on how to categorize your bank transactions: Categorize online bank transactions in QuickBooks Online.

If you need any further assistance with matching your transactions, please let me know.