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April 5, 2022
Question

How can I match the payments to the invoices in mobile app, when the amount doesn't match the invoice remaining balance?

  • April 5, 2022
  • 1 reply
  • 0 views
I can do this in my quickbooks online but in mobile app it's not possible

1 reply

April 5, 2022

Hello radinajorlou,

 

Welcome back to the Community. QuickBooks is a powerful program that helps you keep track of your transactions. It's vital you're able to match your transactions using the mobile app and I'll be happy to show you how. 

 

The mobile app provides the flexibility you need to match your transactions. To do this, click on the Menu icon at the bottom right of the mobile app > click on Transactions > select the appropriate bank > from here, locate the transaction you're looking to match > once you've opened the transaction, you'll see an option to match transactions. I encourage you to try this out and let me know what you see. For reference, here's a helpful article with more info on how to: Categorize and match online bank transactions in QuickBooks Online​​​​.

 

Give this a try and let me know how you make out. I'll be here if you have other questions. Otherwise, enjoy the rest of your week.