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.

I can help you manage multiple payment transactions, @contact-humaiyra.

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:

1. In the Banking window, select the For Review tab.
2. Check the boxes for the payment transactions to be removed.
3. Select Exclude.
   

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.

For additional resources, check out this article: Categorise and match online bank transactions in QuickBooks Online.

Please place a comment if you need further assistance with managing online banking transactions. I'm always here to help.

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?

Thanks

You got it correct, @contact-humaiyra.

You'll want to unlink or exclude the payment from your transactions to match and link it to your invoice. Let me show you how.

1. Go to the Sales menu in your QuickBooks Online (QBO).
2. Select the Invoices tab.
3. Look for the paid invoice and click it to open.
4. Click the 1 payment made link in the upper-right hand corner of the affected invoice. This is just below the PAID status. 
5. Select the date of the payment. 
6. Once the payment is opened, click More at the bottom and select Delete.
7. Then click Yes. 

Once done, you can now match or link your deposit to your invoice. You can also refer to this article for guidance: How to link a deposit to an invoice.

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!

Hi

I have one invoice and 121 individual payments... at the moment I'm matching the payments one at a time to the created invoice.  There should be a way that I can check off all 121 payments in the bank feed and match them all to the customer/client invoice.  But I'm unable to find that information anywhere.  Anyone out there know how to do this or if it's even possible?

c.

Hi there, Carvan.

I know that you would like to match multiple downloaded payments to one invoice. However, QuickBooks Online (QBO) only allows you to match one downloaded bank transaction to multiple transactions. Therefore, your best option is to exclude the downloaded transactions and manually receive the payments.

To exclude online banking transactions, follow these steps:

1. Select Bank transactions from the navigation panel.
2. On the Bank transactions page, click the For Review tab.
3. Select the checkboxes of the transactions to exclude.
4. Click the Exclude button.

For future reference, you can check out this helpful resource on the best practices for reconciling accounts: Reconcile an account in QuickBooks Online.

If you need any further assistance while managing your bank transactions, feel free to leave a comment below, and I will be happy to help you.