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Ginger68
September 17, 2022
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Anyone have issues with trying to match the payments received to the right invoices? An tips?

  • September 17, 2022
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by AileneA

Hello, Ginger68. 

Matching is something which can be affected by a number of things. Such as the amount/ date of the transaction differing. The original transaction already being matched to one or multiple transactions. The transaction being an amount which numerous invoices are and QuickBooks not being able to read which in particular this is for.

If you have regular transactions for amounts which are the same for different customers/suppliers, it is worth looking to set up banking rules to help with auto categorisation. We have included an article on how to do that here

In the case where something differs on the amount date it will be a case of clicking on the line of the transaction and selecting find a match.

 

We have included a few helpful articles below;

 Categorising and matching online bank transactions in QuickBooks Online.

 When you're ready to assess your business financials, you may consider checking out this article: Reconcile an account in QuickBooks Online. This contains a video tutorial and tips on how to fix any issues during the reconciliation process. 

 

Let me know if you still have follow-up questions about your transactions. I'm always here ready to help. 

1 reply

M
Mark Armistead
September 17, 2022

Yes I do. Don't rely on the matching as it's a bit naff.

If you are coming over from Desktop you are just best using the proper way and record a payment against the invoices paid. Once you do it this way the payment record in Banking section will then show the payment as matched. 

The trouble with the automatic matching is I think it only looks back at the previous 4 weeks or so, which is why if fails at matching the amounts automatically. 

A
AileneAAnswer
September 17, 2022

Hello, Ginger68. 

Matching is something which can be affected by a number of things. Such as the amount/ date of the transaction differing. The original transaction already being matched to one or multiple transactions. The transaction being an amount which numerous invoices are and QuickBooks not being able to read which in particular this is for.

If you have regular transactions for amounts which are the same for different customers/suppliers, it is worth looking to set up banking rules to help with auto categorisation. We have included an article on how to do that here

In the case where something differs on the amount date it will be a case of clicking on the line of the transaction and selecting find a match.

 

We have included a few helpful articles below;

 Categorising and matching online bank transactions in QuickBooks Online.

 When you're ready to assess your business financials, you may consider checking out this article: Reconcile an account in QuickBooks Online. This contains a video tutorial and tips on how to fix any issues during the reconciliation process. 

 

Let me know if you still have follow-up questions about your transactions. I'm always here ready to help. 

M
Mark Armistead
September 17, 2022

@Ginger68 Please ignore the replies from the Intuit employees. They are typical bots replying with a copy and paste and have zero understanding with the original questions. It happens a lot around here unfortunately. 

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