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Level 1

How can I allocate one payment that has come through on the bank feed from one company but has to go to different customers(main company has 3 small totally separate)

 
3 REPLIES 3
QuickBooks Team

Re: How can I allocate one payment that has come through on the bank feed from one company but ha...


Hello nina-richards,

 

Welcome to the Community - thank you for your question!

 

Does this payment relate to specific invoices? Or just deposits to the customers?

 

Thanks,

 

Talia

 

Level 1

Re: How can I allocate one payment that has come through on the bank feed from one company but ha...

I have sorted out all the invoices that this payment can be allocated to, just two separate companies, 5 invoices from one and 3 from another.

QuickBooks Team

Re: How can I allocate one payment that has come through on the bank feed from one company but ha...

You can do this by selecting 'find match' when clicking on the transaction - this should bring up a list of all open invoices within a specific date range (you can change this if the invoices fall outside of this). You can then tick all invoices that apply to the payment.

 

Thanks,

 

Talia