We are based in the UK and also have an Irish account which we use for paying for some services we use in Ireland. We have had a problem accessing this account, which has just now been sorted out, and I have updated my bank feeds for this account.
Previously it would let me match my invoices with the corresponding payment. Now this does not seem to be possible, so do I just do a bank payment for that transaction so that it shows up in my reconciliation and then exclude the transaction from the bank feeds. I am presuming this is what I should do but just looking for confirmation.
I know they are just trying to improve the program, but I wish they would stop changing things!
Hello Katie W,
Welcome to the Community page,
It should allow you to match the invoice on the banking page as long as the date, amount and account is the same it will show as a match for you. What is happening now when you try to match the invoice to the payment in the banking section? Do you get any error message or anything show up?
@Ashleigh1 Thank you for your reply
No I do not have an option to find a match at all, that I have on my GBP accounts, when I make a payment with the same date and amount on it isn't finding it either.
This is for invoices in Euros, paid in Euros from our Irish bank account.
I read somewhere in the help that finding a match wasn't possible with different currencies, but it used to work fine.
This is also not a direct bank feed but an imported csv file.
Hi Katie W, apologies so you used to be able to do the find match on multicurrent accounts, however it is not supported anymore that is why you are not seeing the option for it like you do in your GBP account.
So do I just do a bank payment for that transaction so that it shows up in my reconciliation and then exclude the transaction from the bank feeds.
I am presuming this is what I should do but just looking for confirmation.
Yes, you're right, @Katie W, that you can manually record the bank payment.
This way, the payment transaction will show up in your reconciliation and exclude the entries from the bank feeds since you're unable to match it with the invoice.
Here's how to receive the bank payment:
Then you can continue to exclude the bank feed entry that you're unable to match with the invoice transaction.
When you're ready to secure the transactions for the month, you can check this guide to learn more: Reconcile an account in QuickBooks Online.
Feel free to tag us if you need more assistance with your banking transactions. We're always here to help you. Enjoy your day ahead!
This is a deal-breaker for me too. It's stopped working and I can't match any payments to bills. If I try to pay the bill manually, its not showing up in the bank account either.
I think this is the final straw to staying with Quickbooks as I do most transactions in US dollars from UK bank account and not being able to match anything or get payments to post is an absolute must for my accounting system.