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hello23
Level 1
posted
‎May 28, 2019 12:55 AM
last updated ‎May 27, 2019 7:55 AM

In the past I have received invoice payments into my home-loan account. Quickbooks won't let me match these transactions. How should I set up this account for it to work?

 
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1 Comment 1
Ryan_M
Moderator
Moderator
‎May 28, 2019 04:27 AM

In the past I have received invoice payments into my home-loan account. Quickbooks won't let me match these transactions. How should I set up this account for it to work?

Hi there @hello23,

 

Let me clear things up for you.

 

If you've recorded this transaction in QuickBooks Online, you no longer need to match your downloaded bank transaction to it. As long as it's assigned with the correct bank account, then your bank balance will be correct.

 

If in case you need to match the downloaded bank transaction to your recorded transaction, you may view this helpful article: Add and match downloaded banking transactions.

 

Don't hesitate to leave a comment below if you have any other questions.

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