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Hello HeadsHurtin,
Thanks for reaching out to us here. QuickBooks Online automatically matches transactions, when you've recorded them accurately. When an item is not matched, you'll want to ensure it's been entered in your books.
Based on the details you've provided, it seems you may need to enter the bill/expense in QuickBooks, so it matches with your bank account. This will ensure a smooth reconciliation process. In addition, when working with foreign currency, it's important to note that the exchange rates may vary, which can also fail to match the transaction in your books. However, this can be resolved effortlessly, when you revalue the currency.
Should you require additional assistance, please don't hesitate to contact us outside of this forum. It would be our pleasure to work with you in real time, and ensure you're able to match your transactions without delay!
Feel free to reach out with other questions. We are always glad to help!
Thanks for the response Trish. I have already added the Payment into QuickBooks online. It pays a portion of three different US invoices, yet when I try to match them in the feed, the payment does not show up. I'm kinda perplexed.
Thanks.
Nicole
Hi HeadsHurtin,
Once you've created the invoices, you need to Receive payment so they're marked as paid. You can record full or partial payments to the Undeposited funds account, then use your deposit slip to combine payments from Undeposited Funds into a single record. This ensures QuickBooks always matches with your bank records.
I hope you find this to be helpful!
My apologies Trish this is a US Vendor not Customer in case I was confusing. I create the invoice to be paid, then pay a bill and post. I then go to the bank feed and attempt to match the payment I made to the bank feed but in the list of potential matches my payment does not show up.
Thanks,
Nicole
Hi HeadsHurtin,
Your time is valuable, and I feel you would benefit more by contacting our support team at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST. With your consent, they will be able to work with you virtually and ensure you're able to match the transactions as soon as possible!
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