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communityoil
January 14, 2020
Question

In QBO banking feed I have a single payment for 6 invoices. Can find invoices but how to mark transaction as match?

  • January 14, 2020
  • 1 reply
  • 0 views
I am only offered 'Add' as an option

1 reply

JenoP
JenoP
January 14, 2020

I'd be glad to help with your banking transactions, communityoil.

 

QuickBooks will consider it or show a match if transactions have the same amount and transactions dates are within a 90-day period. In this case, it will not become a match since the payment is for multiple invoices. 

 

You'll need to click the Add option and split the payment between the 6 invoices. Here's how:

 

  1. Select the Add option.
  2. Click Split in the right-hand corner.
  3. Click Add lines to add more lines to the split.
  4. Divide the payment between 6 invoices. 
  5. Make sure the Difference is zero, then click Save and add. 

Let me share this article with you for additional reference about categorising or matching downloaded transactions: Download, match, and categorise your bank transactions in QuickBooks Online.

 

Don't hesitate to tap on us again if you need additional guidance with your customer payments.

 

 

C
communityoilAuthor
January 15, 2020

JenoP,

Thanks for showing me that.  However, I tried it and it then asked for VAT rates to be inserted.  It happens that these invoices all have 2 items each with a different VAT rate!  So that makes it very complex to apportion the correct amount to each invoice.  So I have decided to exclude that payment from the list and have manually entered 'Receive Payments' for each invoice.  That was much quicker. Thanks

B
Becky29
January 15, 2020

Hello Communityoil,

 

You could find a match if the payment was for the same customer.

 

When on the banking section click into the transaction and you will get an option to find match. This will then allow you to look for the invoices associated to the payment.

 

When you received payment did you go in individually into the invoices and receive payment or did you go into the + receive payment and selected all the invoices for the payment?

 

^Becky

 

 

 

 

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