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businessbythebea
Level 1
posted
‎January 28, 2021 06:53 PM
last updated ‎January 27, 2021 11:53 PM

MATCHING MULTIPLE INVOICES EXPENSES TO ONE PAYMENT

Hello,

 

I pay one payment to a supplier that is on my statement.  But I have receipt shot multiple invoices in QBO.  How do I match multiple invoices to that one payment.  I know you match the same amount on the invoice I have receipt snapped to the amount that comes out of the bank.  

 

Or do I not upload the individual invoices and only upload the statement so the amount matches. 

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3 Comments 3
AileneA
QuickBooks Team
QuickBooks Team
‎January 28, 2021 09:41 PM

MATCHING MULTIPLE INVOICES EXPENSES TO ONE PAYMENT

Howdy, businessbythebea.

 

Thank you for reaching out to the Community. QuickBooks matched the downloaded transaction with one you already entered. This links the two so there aren't any duplicates. Once there are duplicate transactions you can exclude them and make sure to the match is correct.

 

You can read through this article on how to match with an existing transaction in QuickBooks Online: Categorise and match online bank transactions in QuickBooks Online. 

 

Then, when you're ready to reconcile your account, you can check this article for the steps.  

 

Be sure to drop me a reply if you have additional questions. I'd be more than happy to help. Stay safe and have a good one.

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SamC2
Level 1
‎August 26, 2021 11:56 AM

MATCHING MULTIPLE INVOICES EXPENSES TO ONE PAYMENT

Hi, my query is along similar lines to this but it would be useful if you could select multiple invoices in the match transactions screen with a single tick, for both Suppliers & Customer invoices.  At present we create ABA batches and then edit & add the bank payment reference to those payments.  When "matching" those payments I can filter on the Bank Ref number but then have to tick every box to match, sometimes 20 plus ticks required when it could be handled with just one.  QBs have a check box at the top of other filtering screens which you tick this box and it applies to all the filtered transactions, so why not in the matching screens.  Could you please forward this suggestion if you've not already, so it can be added as an option.  It would clearly be of huge benefit to many of your users, and add some consistency with other filtering screens throughout QBs   I did find this thread on US site but located in Oz.  It seems this addition would be many QBs users.  Thankyou.  

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IntuitSheila
Level 8
‎August 26, 2021 12:30 PM

MATCHING MULTIPLE INVOICES EXPENSES TO ONE PAYMENT

Hello SamC2,

 

Thanks for joining in this thread. I get your part when it comes to matching multiple transactions at once. And how helpful it is to be able to select them all in one go.

 

At the moment, this is by design in QuickBooks Online when finding possible matches in your bank feeds to make sure you're selecting the correct transaction to match.

 

I can lodge feedback in our customer feedback system about the find match option on the Banking page. This feedback is reviewed by the product development team for work on future releases. Who knows, your idea might be the next thing that will be added on the next update.

 

You can check out this article to learn more about matching bank feeds: Categorise and match online bank transactions in QuickBooks Online

 

Feel free to comment if you need more help with QuickBooks Online.

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