How to add payment reference number when matching a bank transaction to an invoice

Unfortunately, when matching bank feed deposits to invoices directly there is no option to put payment reference number. After matching, you have to go to the audit log, open the newly created Receive Payment transaction and update the payment reference.

In a normal course of business, a payment advice is received before the actual deposit so a receive payment transaction should already be created before the deposit shows up in bank feed. When it shows up in the bank feed, you just have to match against the receive payment which already has the payment reference number.

Hi there finance-rangerss,

Thanks for reaching out about your payments. QuickBooks Online is a great tool able to assist you in keeping track of sales and expenses so you know the profitability of your company. I can point you in the right direction for assistance with these payments.

As stated by Accracy Accounting, there isn't a way to enter this number while on the Banking tab while in the matching process. You would need to enter it by finding the transaction in your books, and editing it. I can see that this would be a feature that you'd like to see to help with managing your payments, and I encourage you to leave feedback by clicking on the Gear Icon, and Feedback to let the developers know that this is a feature you'd be interested in having in the software.

If you have any other questions, feel free to reach out here.