My question is about matching bank payments coming into QBO with invoices. In order for QBO to auto match the transaction it seems to need the Customer name to be identical to the name coming from the Bank detail. i.e John Smith has to be John Smith. If it's slightly different (e.g. Mr. J Smith) it gets confused and just finds me a load of similarly priced invoices as a choice to match it to.
Is there any way of getting QBO to match them from the Invoice number which is also used as the Reference coming in with the BACS bank payment. These should match identically for every transaction but QBO seems to ignore these and just give me 5-10 invoices to choose from when it should be obvious which one to choose. I end up having to go through every transaction and matching them when it should be easy to automate.
Hopefully I'm missing something obvious and this isn't just a limitation of the app. Is it possible to use a Rule to match Invoice number to Bank Detail Reference?
Thanks
