You won't have to match multiple payment transactions to an invoice. Simply exclude these transactions from the For Review tab.
Here's how to exclude the payment transactions:
In the Banking window, select the For Review tab.
Check the boxes for the payment transactions to be removed.
Moving forward, you'll need to record the same transactions you're having in your actual bank manually and in QuickBooks. So the right thing is if multiple transactions in a bank are appearing, it should be multiple transactions in QuickBooks as well.
Hi, does anyone know how to match multiple payment tranactions to a invoice. At the moment it says the match has to be the same amount as the outstanding invoice.
Thanks for your reply. Ideally i wanted to match the inbound payments on my bank statements to invoices so then I can see exactly what balances are owed by clients after all payments are allocated to a invoice.
If underetood correctly this is not possible, so i have to exclude the payment from transactions and manually go thorugh inbound payments on my bank ststment ans and them as payment to the individual invoices manually?
You'll also want to run the Invoices and Received Payments report. It lists all payments you’ve received and the invoices that go with them. Just go to the Reports menu and type in Invoices and Received Payments in the search bar.
Let me know if you need more help managing your transactions. I'd be glad to get back here and assist you again. Keep safe!
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