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lrvealandson
Level 1

A customer has paid two individual invoices with a single bank transfer, How do I split the payments between them?

 
Solved
Best answer April 07, 2022

Accepted Solutions
RoseJillB
QuickBooks Team

A customer has paid two individual invoices with a single bank transfer, How do I split the payments between them?

Welcome to the Community, @lrvealandson. I’ll walk you through the process of matching transactions in QuickBooks Online (QBO).

 

Matching transactions is the first step toward reconciling our accounts. If your customers paid two different invoices in a single bank transfer, we can use this option to accurately match the amount of the transactions. Match them by following the steps below:

 

  1. From the left navigation pane, select Banking menu.
  2. Go to the Banking tab, then For Review window.
  3. Click the transaction to expand it, and then select Find match.
  4. You will be routed to the available transactions for the specific customer.
  5. Select the invoices that match the deposit.
  6. Click Save.

 

I also added a screenshot below for your visual reference.

 

 

Furthermore, you can refer to this article when reconciling your account in QuickBooks Online.

 

Let me know if you have other concerns with your transactions. I’m just one post away from assisting you. Have a great day!

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1 REPLY 1
RoseJillB
QuickBooks Team

A customer has paid two individual invoices with a single bank transfer, How do I split the payments between them?

Welcome to the Community, @lrvealandson. I’ll walk you through the process of matching transactions in QuickBooks Online (QBO).

 

Matching transactions is the first step toward reconciling our accounts. If your customers paid two different invoices in a single bank transfer, we can use this option to accurately match the amount of the transactions. Match them by following the steps below:

 

  1. From the left navigation pane, select Banking menu.
  2. Go to the Banking tab, then For Review window.
  3. Click the transaction to expand it, and then select Find match.
  4. You will be routed to the available transactions for the specific customer.
  5. Select the invoices that match the deposit.
  6. Click Save.

 

I also added a screenshot below for your visual reference.

 

 

Furthermore, you can refer to this article when reconciling your account in QuickBooks Online.

 

Let me know if you have other concerns with your transactions. I’m just one post away from assisting you. Have a great day!

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