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We have Bank Feeds automatically set-up so when a customer pays a deposit i.e Invoice is for $8500 and they are paying an upfront deposit of $1500, how do I match to the invoice through bank feed?
Hello Judy037,
Thanks for posting in the Community!
You can use the Match or Find Match option in the For review of Banking page in QuickBooks Online. That way, you can partially apply the deposit to the customers invoice. Here's how:
Once, you get another payment for the invoice you can use the steps above using the Match or Find match option.
You can check this link to learn more on how to Categorise and match online bank transactions in QuickBooks Online.
Post again in the Community if you have more questions. I'll be around to help you!
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