Hi, Diana. I'm here to help you match the combined deposits to your multiple sales transactions in QuickBooks Online.
When recording the payments for multiple invoices, we'll have to deposit them to the Undeposited Funds account temporarily. This way, you can deposit all the payments by batch that were paid together. I'd be glad to show you how to do it.
If you've already created individual payments in the program, I recommend deleting them to avoid duplicates. Here's how:
- Open the invoice payment.
- From the bottom portion of the screen, click More.
- Select Delete.
- Delete the other payments. If you haven't tracked the funds in the program, proceed to the instructions below.
Then, let's receive the invoice payments again. Make sure to choose the Undeposited Funds account in the Deposit To field. Repeat the same process for all of the invoices that were paid together. Once done, batch deposit the transactions. Here's how:
- Go to the + New icon and then choose Bank Deposit.
- Select the bank account where the actual payments are posted.
- From the Select the payments included in this deposit section, and mark all the invoice payments you want to deposit together.
- Click the Save and close button.
After that, QuickBooks will be able to automatically detect a match between your manually recorded invoice payments and the downloaded bank deposits. Click on the Match link to complete the process. Please see this article for guidance: Match online bank transactions in QuickBooks Online.
Finally, I've added these resources to help you learn how to speed up the review process of your bank data or add a split transaction in QuickBooks Online:
If you have additional questions about matching and categorising transactions in QBO, please feel free to ask by commenting on this post. We'll be here to lend a helping hand.
