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jak-naturaldesig
August 26, 2022
Question

I have a receipt that I made 4 separate payments to. Is there a way to add up the separate payments and match them to the receipt?

  • August 26, 2022
  • 1 reply
  • 0 views
They all add up to the correct amount but Quickbooks won't recognize the multiple payments for some reason. *This is me paying someone, not collecting payments*

1 reply

T
Trish_T
August 26, 2022

Hi jak-naturaldesig,

 

Thanks for reaching out here.  It's important that you're able to match your transactions in QuickBooks Online so you can reconcile your account with confidence.  I'd be happy to assist!

 

Here's how to match existing transactions;

 

1. Open Transactions and then Banking

2. Click on the tile for the appropriate account

3. Locate the transaction with the Match option

4. Select the item to expand the view

5. Review the Matching records found

6. Select the associated transactions from the list

7. Review the details to make sure it's the correct match

8. If everything is correct, hit Match

 

If you require additional assistance, please don't hesitate to contact us outside of Community.  It would be our pleasure to work with you directly and ensure you're able to complete your QuickBooks goals as soon as possible!

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

Feel free to reach back out with other questions.  We'd be happy to help!

 

 

 

 

J
jak-naturaldesigAuthor
August 26, 2022

Hi Trish,

 

Thanks for the detailed and straightforward answer! 

 

I've followed your instructions below but I'm not getting any available matches. Even though the expense is still open and I've confirmed that both the expense and the transactions are in the correct and same date range. This is a transaction/expense from March 2021, I'm wondering if the timeframe has something to do with it?

 

I'd like to contact you directly. Is there any I could speak with you since you already have an idea about my situation and I don't have to re-explain? Thank you!

T
Trish_T
August 26, 2022

Hi jak-naturaldesig,

 

Thanks for getting back to me here.  Although there isn't a way to connect with me directly, contacting our Customer Care team would be the best course of action.  Your time is valuable and your success is our number one priority.  This will provide them with the opportunity to work with you in a secure setting and navigate through the process to ensure your transactions match.  In the meantime, I've attached a couple of helpful articles for your reference.

 

Upload your receipts and bills to QuickBooks Online

Enter and manage expenses in QuickBooks Online

Categorize and match transactions in QuickBooks Online

 

I hope you find this to be helpful.  We're here for you, if you have other questions or concerns!

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