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Level 1

Match 2 banking payments to one journal line

Hi,

 

I underpaid an employee and made a second payment to correct the amount. So now there is two payments from my bank account  for the month's payroll in my "Banking transactions for review" view.

 

I cannot match the two payments to the journal entry as it requires an exact match.

 

How can I match the two bank payments? Or should I split the journal entry line into two and then match the two bank payments to a line each?

 

Cheers,

David

Solved
Best answer August 03, 2020

Accepted Solutions
Highlighted
QuickBooks Team

Match 2 banking payments to one journal line

Yes, you can split the journal entry to match it with those two payments on your bank feeds, davmarksman.

 

QuickBooks Online will match entries with the same details. After you match them, downloaded transactions are recorded to your accounts in your register. The record reviewed from your bank goes to the Reviewed tab.

 

You'll want to do a quick review after you’ve matched or added a few transactions, just in case you need to make changes:

  1. Go to the Banking menu or Transactions menu.
  2. Select the blue tile for the account you want to review.
  3. Go to the Reviewed tab.
  4. Select the link in the Added or Matched column to review the transaction. In particular, review the "Deposit to" field. This is the account QuickBooks categorised the transaction into.
  5. Add any additional info you need.

Check out the Categorise and match online bank transactions in QuickBooks Online for additional information.

 

Let me know if there's anything else I can help matching your transaction. I'm always around to help.

 

Thank you and stay safe!

View solution in original post

1 REPLY 1
Highlighted
QuickBooks Team

Match 2 banking payments to one journal line

Yes, you can split the journal entry to match it with those two payments on your bank feeds, davmarksman.

 

QuickBooks Online will match entries with the same details. After you match them, downloaded transactions are recorded to your accounts in your register. The record reviewed from your bank goes to the Reviewed tab.

 

You'll want to do a quick review after you’ve matched or added a few transactions, just in case you need to make changes:

  1. Go to the Banking menu or Transactions menu.
  2. Select the blue tile for the account you want to review.
  3. Go to the Reviewed tab.
  4. Select the link in the Added or Matched column to review the transaction. In particular, review the "Deposit to" field. This is the account QuickBooks categorised the transaction into.
  5. Add any additional info you need.

Check out the Categorise and match online bank transactions in QuickBooks Online for additional information.

 

Let me know if there's anything else I can help matching your transaction. I'm always around to help.

 

Thank you and stay safe!

View solution in original post