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communityoil
Level 5

In QBO banking feed I have a single payment for 6 invoices. Can find invoices but how to mark transaction as match?

I am only offered 'Add' as an option
5 REPLIES 5
JenoP
QuickBooks Team

In QBO banking feed I have a single payment for 6 invoices. Can find invoices but how to mark transaction as match?

I'd be glad to help with your banking transactions, communityoil.

 

QuickBooks will consider it or show a match if transactions have the same amount and transactions dates are within a 90-day period. In this case, it will not become a match since the payment is for multiple invoices. 

 

You'll need to click the Add option and split the payment between the 6 invoices. Here's how:

 

  1. Select the Add option.
  2. Click Split in the right-hand corner.
  3. Click Add lines to add more lines to the split.
  4. Divide the payment between 6 invoices. 
  5. Make sure the Difference is zero, then click Save and add

Let me share this article with you for additional reference about categorising or matching downloaded transactions: Download, match, and categorise your bank transactions in QuickBooks Online.

 

Don't hesitate to tap on us again if you need additional guidance with your customer payments.

 

 

communityoil
Level 5

In QBO banking feed I have a single payment for 6 invoices. Can find invoices but how to mark transaction as match?

JenoP,

Thanks for showing me that.  However, I tried it and it then asked for VAT rates to be inserted.  It happens that these invoices all have 2 items each with a different VAT rate!  So that makes it very complex to apportion the correct amount to each invoice.  So I have decided to exclude that payment from the list and have manually entered 'Receive Payments' for each invoice.  That was much quicker. Thanks

Becky29
QuickBooks Team

In QBO banking feed I have a single payment for 6 invoices. Can find invoices but how to mark transaction as match?

Hello Communityoil,

 

You could find a match if the payment was for the same customer.

 

When on the banking section click into the transaction and you will get an option to find match. This will then allow you to look for the invoices associated to the payment.

 

When you received payment did you go in individually into the invoices and receive payment or did you go into the + receive payment and selected all the invoices for the payment?

 

^Becky

 

 

 

 

communityoil
Level 5

In QBO banking feed I have a single payment for 6 invoices. Can find invoices but how to mark transaction as match?

Becky,

In reply to your question, I did 'Receive Payment' for each invoice and entered the appropriate amount.

MikiD
QuickBooks Team

In QBO banking feed I have a single payment for 6 invoices. Can find invoices but how to mark transaction as match?

Thanks for providing additional information, communityoil. 

 

The steps provide by Betty will let you find those invoices. Let me provide additional illustration for your reference:

 

If invoices are still not showing, there's a possibility that they were posted to the wrong bank account or already matched to a different transaction. 

 

With this, you might want to exclude the transaction in the For Review page. This will be file since the payments were already recorded in QuickBooks. 

 

Stay around here if you have additional questions. 

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