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J
JessiCakes Weddings
August 18, 2022
Question

Matching Customer Invoices with Payments (Business Income)

  • August 18, 2022
  • 1 reply
  • 0 views

Why isn't there a way to match a payment (Business Income) on transactions to an invoice?

As I take a set deposit as standard, I have multiple payments of the set amount coming in and it would be really helpful if I could match each of these to each invoice manually. 

1 reply

R
Rasa-LilaM
August 18, 2022

I'm here to help and provide clarification about matching invoices to customer payments, JessiCakes Weddings.

 

QuickBooks Self-Employed (QBSE) only provides simplified invoicing. Thus, the ability to match payments to sales transactions is currently unavailable.

 

I can see how being able to match your business income to invoices would benefit your business. This will help you efficiently organize your sales records. I suggest submitting feedback about this feature so our engineers can consider adding it in future updates. 

 

Here's how:

 

  1. In your company, head to the Gear icon and select Intuit Account.
  2. Select Feedback to send your product suggestions.

 

This article provides an overview of the tasks available in the invoice feature: Create invoices in QuickBooks Self-Employed.

 

QuickBooks Online (QBO) allows you to manage your customers' entries and match them to the ones recorded in your company. You can also perform other accounting tasks from there. To learn more about the features and benefits of each QuickBooks version, click here for more information. Also, this guide tackles moving your QBSE data to the online platform: Switch from QuickBooks Self-Employed to QuickBooks Online.

 

Furthermore, the QBSE hub contains topics that will walk you through the process of handling your taxes, forms, and mileage tracking, to name a few.

 

Feel free to click the Reply button and leave your comments if you require any additional assistance with your invoices or other QBSE-related processes. I'm always ready to lend a helping hand.  Have a wonderful rest of your day.

 

L
LFK
August 18, 2022

I recently switched to QBO. Can you please clarify how to match an App Transaction to an Open invoice?

Thank you.

M
Maybelle_S
August 18, 2022

I'm here to help and ensure that your questions are addressed accordingly, @LFK.

 

If the transaction is imported from the App as a sales receipt, we are unable to match it to the invoice. We can remove the invoices and save the sales receipt to avoid duplicates. To accomplish that, choose More and then click Delete on the list.

 

Additionally, you might also want to check out this helpful article to know how to manage your account register and utilize its related functions: Find, review, and edit transactions in account registers.

 

Let me know if you have other questions about matching transactions in QuickBooks. I'm always here to help.

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