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May 21, 2020
Question

HOW DO I MATCH A TRANSACTION TO AN INVOICE?

  • May 21, 2020
  • 1 reply
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1 reply

May 21, 2020

Hello there, @sinclairscaffold.

 

You can go to the Banking page and match your bank transactions to an invoice from there. Let me guide you through the steps.

 

  1. In your QuickBooks Online, click Banking from the left menu.
  2. Select the appropriate bank account from the list.
  3. In the For Review tab, find and select the transaction you want to match to your invoice.
  4. Click the Find match option.
  5. Select the invoice from the Match transactions list, then click Save.

Here's an article you can read for more details: Add and match downloaded bank transactions.

 

Just in case you want to learn how to categorise your bank transactions, feel free to check out this article for more detailed steps and information: Assign, categorise, edit, and add your downloaded banking transactions.

 

Please know you can continue to reach me here with any additional questions. Thanks for coming to the Community, wishing you continued success.