reconciling recurring transactions / reconciling multiple invoices to one bank payment

Warm welcome, Karen. It's great to hear you're managing well as a new user. The location of your recurring transactions depends on the types you've created. Since you mentioned invoices, I'll provide where these are typically posted and show you how to match a single payment to multiple entries.

Recurring invoices in QuickBooks are posted in the customer's account and appear in the Accounts Receivable report. However, if these entries are scheduled for a future date, they will not appear in your financial reports or impact your accounting records until that date arrives.

Once it is processed, it will appear in the Invoices tab. Please see the attached screenshot for visual reference.

If you're referring to different types of recurring transactions, let me know below. This thread will remain open.

Regarding your second concern, we can use the Find Other Matches feature to match your multiple invoices to the single payment shown in the For Review tab.

Here is the step-by-step guide to achieve this process:

1. Head to the Transactions menu, then Bank Transactions.
2. Tick your preferred bank and click the single payment transaction.
3. Select Match, then set the date range.
4. The system will display a list of invoices. Put a checkmark on the entry included in the payment.
5. Once done with the process, hit Match.

You can consider consulting your accountant for further guidance in reconciling your accounts.

For future reference, you can use these resources as a guide to help you reconcile your accounts and manage your customers' balances:

• Learn the reconciliation workflow in QuickBooks
• Create and send customer statements

The steps and information ensure you can view your recurring invoices and match them to the payment transactions. If you have other concerns, let us know below. We're still here to help. All the best, Karen!