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Kimberly Munn
Level 1

Matching deposits to more than one paid invoice

How do I  match quickbook online payment deposits to the paid invoices if more than one payment is being deposited at same time. Amounts do not match. Thank you.

3 REPLIES 3
GeorgiaC
QuickBooks Team

Matching deposits to more than one paid invoice

Hi Kimberly

 

Thanks for posting on the Community. If you don't see a match to the invoices when selecting 'find match' on the Banking page, you can instead create a manual payment to match this to. 

 

If the payment is for invoices to the same customer, click + New > Receive payment > Select the customer from the drop-down > Enter the payment date > Tick all that transactions that apply under 'Outstanding transactions' (you can edit the amount in the 'payment' field if only a partial amount is to be applied) > Review then save & close. 

 

If the payment is a deposit from multiple customers, select 'Receive payment' on each invoice individually. On the receive payment screen, change the 'deposit to' account to 'undeposited funds'. After recording the payments, recreate the deposit. To do this, click + New > Bank deposit > Select the payment account and date and then tick each transaction that applies under 'select the payments included in this deposit' > save & close. 

You'll then see an automated match to the deposit in your banking screen (if you don't, double-check that the date and bank account entered on the payment or deposit recorded above are correct). 

Kimberly Munn
Level 1

Matching deposits to more than one paid invoice

Did you get my response back? It is only the payments made directly on line through Quickbooks that I cannot balance when Quickbooks deposits more than one payment at a time.  Then the amounts don't match but if you go into banking the payment is not there because it thinks it what already paid.  Since quickbooks makes the payment automatically I can't go in and change to undeposited funds to then match it.  I must be missing something.  So frustrating.  Thanks again for any help.  Kim

Ashleigh1
QuickBooks Team

Matching deposits to more than one paid invoice

Hello Kimberly, if you go to the main cog wheel> accounts and settings>advanced> automation> toggle off the setting Automatically apply bill payments>save so it doesn't happen for future payments but you need to figure out what's been allocated where yourself really as it's not really possible for us to figure that out as you know your books and what entries should be there and should not be there.

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