cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Unlock the full power of QuickBooks with our Training Classes - Discover more
pn9
Level 1

My bank feed shows a payment made but QB says the Simple Start subscription does not allow for payments to match invoices. Is this correct or a bug?

I also received two payments that did match against the raised invoices.
1 REPLY 1
Bryan_M
QuickBooks Team

My bank feed shows a payment made but QB says the Simple Start subscription does not allow for payments to match invoices. Is this correct or a bug?

Welcome to the Community forum, @pn9.

 

Let me help you match the payment shown in the bank feed to your invoices utilizing QuickBooks Online (QBO) Simple Start.

 

Please know that QBO Simple Start allows payments to match with invoices from the bank feeds by ensuring that it has the same amounts and dates.

 

If everything is accurate, however, you're unable to match the transactions, let's perform some basic troubleshooting steps to identify if this is a browser-related concern. Let's start by logging in to your account via private or incognito mode to avoid storing cache file that causes lag.

 

Check out these shortcut keys below:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Microsoft Edge: press Ctrl + Shift + N
  • Safari: press Command + Shift + N

 

Then, check your bank feeds. If this works, clear the cache to remove the outdated data. If this doesn't work, you can utilize another supported browser of the device. This happens when the current one you're using has a temporary issue with the program.

 

Also, you can read this article if you want to categorise bank transactions automatically: Set up bank rules to categorise online banking transactions in QuickBooks Online.

 

Feel free to return here if you have additional questions about matching your payments and invoices in your bank feeds. We'll be willing to help. Take care, and have a good one.

Need to get in touch?

Contact us