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friendsofthelibrary
Level 1

If I have paid the credit card bill, how do I match the invoices that it covered?

Credit card bill and cleared by bank. How do I find the invoices and 'match' them to the total amount paid?

1 Comment 1
JoesemM
Moderator

If I have paid the credit card bill, how do I match the invoices that it covered?

You can find the three invoices by clicking the Find match option and matching them to the total amount paid, friendsofthelibrary.

 

QuickBooks Online allows you to match transactions with similar amounts and within the specified date range, 90 days prior and 20 days after the transaction date.

 

Here's how:

 

  1. Go to the Bank transaction page.
  2. Locate the transaction you'd like to work on from the For review tab, then click on it.
    Screenshot 2025-07-18 190715.jpg
  3. Click on Find match.
  4. Review the transactions from the Match Suggestion column, then select it to view more information.
  5. Note: If the match suggestion isn’t correct, you can select Find other match or Match to look for other transactions.
     

    Screenshot 2025-07-23 024313.jpg

Once matched, QuickBooks will clear those invoices or expenses from your outstanding list, ensuring your books remain accurate. Repeat the process for any additional payments or transactions that require matching.

Screenshot 2025-07-23 024508.jpg

For more detailed instructions about matching transactions, visit the official QuickBooks guide: Match your bank and credit card transactions.

 

Feel free to leave a reply below if you have questions about banking or need help with anything else. I'm here to help.

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