posted
Best answer October 08, 2020
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Thanks for reaching out to the Community, psellick8.
Based on the details provided, you’ll no longer have to add the amounts. QBO allows you to create a partial payment for the invoice. All you have to do is apply each one to the transaction.
Here’s how:
- Tap the Banking menu to select the Banking tab.
- From the list, pick the account you’re working on.
- In the For Review column, click your mouse to the payment to expand the line.
- Tick the radio-button for Find Match to open the Select transactions to match page.
- Hover your mouse to the invoice and enter the partial amount in the Payment box.
- Click Save.
- Perform the same procedure to the remaining amount you want to match.
For additional resources, check out this article: Categorise and match online bank transactions in QuickBooks Online.
Reach out to me if you have any clarifications or questions. I’m here to answer them for you. Have a good one.
Thanks for reaching out to the Community, psellick8.
Based on the details provided, you’ll no longer have to add the amounts. QBO allows you to create a partial payment for the invoice. All you have to do is apply each one to the transaction.
Here’s how:
- Tap the Banking menu to select the Banking tab.
- From the list, pick the account you’re working on.
- In the For Review column, click your mouse to the payment to expand the line.
- Tick the radio-button for Find Match to open the Select transactions to match page.
- Hover your mouse to the invoice and enter the partial amount in the Payment box.
- Click Save.
- Perform the same procedure to the remaining amount you want to match.
For additional resources, check out this article: Categorise and match online bank transactions in QuickBooks Online.
Reach out to me if you have any clarifications or questions. I’m here to answer them for you. Have a good one.
