If I have 2 banking payments associated with 1 expense. How do I get this to match?

Hi, @useriphay.

To clear things out, you can only match a single bank transaction with multiple expenses, not the other way around. 

In the meantime, you can create individual expenses for each transaction. Moreover, I'll also recommend excluding individual credit card transactions from the feed.

Here's how to exclude credit card transactions:

1. Route to the Banking page and then choose your bank account.
2. Check the bank transactions.
3. Tap the Exclude button.

And to manually clear expense transactions, you can follow the steps below:

1. To the Chart of Accounts, look for the bank account, then click Account history.
2. Find and click the expense.
3. Tao the "Check mark" column until a "C" appears.
4. Click the Save icon once done.

For future reference, if you want to learn to reconcile your bank statement, feel free to read through this article: Reconcile an account in QuickBooks Online.

The Community always welcomes you whenever you need help managing your bank transactions. Keep safe and have a blissful week!

Hello hello,

Surely there must be a function where we can match several payments to one receipt ? 

In construction the : deposit - part payment - final payment on one receipt is standard practise!

Or do I have to manually "make up" two more receipt for the other two payments?

Best,

Ninni

Hello there, Bodilninnimaria.

To clarify, is the one receipt you mentioned a supplier transaction or a customer transaction? Could you also send me a screenshot of the transaction you're attempting to match with multiple payments in QuickBooks?

This will allow me to provide specific steps or relevant information that will help us address your concern.

In the meantime, you can check out this link to learn the difference and how to handle supplier transactions: Learn the difference between bills, cheques, and expenses in QuickBooks Online.

I've also added this article in case you need a complete guide in reviewing, adding, and matching transactions: Categorise online bank transactions in QuickBooks Online.

Feel free to add a few details by leaving a comment below. I'll also make sure to check on your response and get back to you as soon as possible. Have a wonderful day!

Hello Archie,

Thank you for replying!

The invoice is from a supplier "Falcon Roofing" total amount £4092, I paid £1650 up front to get the works started, then £1290 after 50% was completed, then the final £1152 after it was all done. 

I split the "Receipt (receipt capture)" in 3 parts as per above thinking that I could match the three different banking transactions to the three splits, but the "matching" function only allows me to tick ONE split.

Surely it is not unusual to have an invoice / expense  paid in several parts ? Certainly it is very common when using contractors carrying out works in contstruction ..... btw I am a landlady for context !

Best,

Ninni

Hi, Ninni. Let me join the conversation to help with your concern about matching multiple payments to a single receipt.

Currently, QuickBooks Online (QBO) doesn't support matching a receipt to multiple splits as you can only select one split. As a workaround, you can attach the receipt to each downloaded payment transaction to keep track of all related receipts.

To add attachments to bank transactions in the For review tab on the Banking page, I’ll be glad to show you the steps:

1. In the left menu, choose Transactions and go to the Bank transactions tab.
2. From the list, select the account you’re working on.
3. Navigate to the For review tab and click the transaction to expand the line.
4. Click the Add attachment link to append a document (see attached screenshot).

Here’s an article that contains topics about downloading, matching, and categorising bank feeds entries. It includes a video tutorial so you can follow the steps easily: Categorise online bank transactions in QuickBooks Online.

For future reference, you can check out this helpful resource on the best practices for reconciling accounts: Reconcile an account in QuickBooks Online.

In case you need additional clarification on how to match transactions from your receipts or require guidance navigating your way in QBO, please leave a comment below, Ninni.