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Level 1

Using bank rules to match payments to invoices

Hi, I am trying to automate QBO the best I can but am having 2 problems:

 

1) I have set up customer invoice templates to create an invoice every week/ two weeks etc but these must be consecutive numbers i.e 1,2,3,4 etc assigned to that customer ONLY. I have gone to gear- accounts and settings- custom transaction numbers= on but the best I can achieve is consecutive numbers across every customer invoice and not dedicated just to that customer. At the moment this means I am having to manually enter the correct invoice numbers for every customer which is taking a long time.

 

2) I have set up bank rules to recognise transactions and automatically review and add them to the correct category from the bank feed. This works great for expenses! But for sales it is recognising the customer transaction but then putting it in to deposited funds and not against the outstanding invoice. 

 

Any help most appreciated.

Solved
Best answer July 23, 2020

Accepted Solutions
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QuickBooks Team

Using bank rules to match payments to invoices

Hello Barth3z, 

 

Welcome to the Community page, 

 

To answer your question 1. 

 

There is no way in Quickbooks of being able to change the number sequence for just that one customer only. The numbers will go up sequentially overall customers in Quickbooks. There is no way of making it specific to only that one customer without either only having that one customer in the system or manually changing the number it each time. 

 

To answer your question 2. 

 

In Quickbooks, no rule can auto-match with transactions. The rules can only be used for adding the transactions in. So if you have got an open invoice, you would need to manually match this up, the system will not do this for you. 

 

View solution in original post

5 REPLIES 5
Highlighted
QuickBooks Team

Using bank rules to match payments to invoices

Hello Barth3z, 

 

Welcome to the Community page, 

 

To answer your question 1. 

 

There is no way in Quickbooks of being able to change the number sequence for just that one customer only. The numbers will go up sequentially overall customers in Quickbooks. There is no way of making it specific to only that one customer without either only having that one customer in the system or manually changing the number it each time. 

 

To answer your question 2. 

 

In Quickbooks, no rule can auto-match with transactions. The rules can only be used for adding the transactions in. So if you have got an open invoice, you would need to manually match this up, the system will not do this for you. 

 

View solution in original post

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Level 1

Using bank rules to match payments to invoices

Hi Ashleigh, thank you for your reply.

 

I think it would be great for Quickbooks to add both these features in future if possible as Im sure it would save both myself and others so much time.

 

Having to manually match & input correct invoice numbers to invoices takes up so much time :-(

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QuickBooks Team

Using bank rules to match payments to invoices

Hi barth3z We appreciate your frustrations and the time and inconvenience this may be causing you.🙇🏽 We will of course submit a product enhancement request to our developers for their consideration and hopefully they might be able to implement a function that will accommodate your needs.🤞🏾

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Level 1

Using bank rules to match payments to invoices

Thanks John, thats great customer service.

 

Would be great to see a feature in future 👍

 

Simon

 

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QuickBooks Team

Using bank rules to match payments to invoices

🤞