I am having a hard time matching the Quickbooks Payments (where customers paid their invoice online) to what's being downloaded into the QBO file. How do I match them correctly?
Hello there, @JESS1027.
I'm here to help walk you through in matching your downloaded transactions with your customer's payments. I'm always here to help.
With QuickBooks Online, if you have manually added transactions (invoice payments, deposits, or expenses) before downloading the actual transactions posted on your bank, the system will try to matched them with the downloaded ones. The system will use the following information in locating any matched transactions:
If the system will not be able to locate any match, you need not to worry, you can still manually find a matched. Here's how:
Once the transactions are matched, it will be moved to the Reviewed tab.
Stay in touch with us here in the Community if you have other questions about managing your customers' payments. I'm always here to help.