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XeroUser
November 14, 2024
Question

Matching an Income Receipt to a Bank Transaction...

  • November 14, 2024
  • 1 reply
  • 0 views

After talking to online chat support - and seeing in the support forums..

 

Quickbooks does not allow you to match an income receipt to a bank transaction?!

We get a pdf sent to us each day from SUMUP for the card transactions each day, and there is no way to just match these up to the bank transaction?


In Xero - we can just match them up.

Do you all do it manually for your sales, or is there an easy way I am missing?

Thank you

1 reply

R
Rasa-LilaM
November 14, 2024

Thank you for dropping by the Community today, XeroUser.

 

QuickBooks will automatically match your transactions once it detects entries with similar amounts and details. This links them together, so you don't get duplicates.

 

If you haven't recorded a sales entry, manually input it in your company to match it with your banking transaction. Refer to this guide to learn more about managing your downloaded data and matching them to the ones in QuickBooks: Match online bank transactions in QuickBooks Online.

 

Furthermore, utilize these resources to learn more about classifying your bank data and balancing your account:

 

Keep in touch if you have other banking or sales-related concerns or questions. We'll get back to help you the best that we can.

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