Match one payment out to several invoices received

bourney · ‎October 29, 2024

Hello,
Can someone please help me with this question?
I have paid an invoice online for 3 items, lets say it was £150 total. The business I have purchased off, have sent me invoices for the 3 items separately, lets say £50, £50 and another £50.
How do I link those 3 invoices in Quickbooks to match the single outgoing payment?

I have searched and can only find the other way around, where I would invoice for several jobs and the customer pays serval in one go.

Thank you :)

GeorgiaC · ‎October 29, 2024

Hello and welcome to the Community, bourney. We'll be happy to share some guidance on matching single payments to multiple supplier invoices in QuickBooks.

1. If the payment is in the For review section of your connected bank feed, simply select the Supplier (in the Supplier/Customer field) when reviewing the transaction, and change the Account to Creditors then Add. This will post the payment as an unapplied credit on the supplier's account.

2. From here, select Make payment on each of the invoices that you have recorded manually in QuickBooks. The unapplied credit will show under Credits on the Bill payment screen where you can tick to apply as full or part-payment.

If you don't have your bank connected in QuickBooks, record the payment using a Bank deposit instead (+ New > Bank deposit). Complete the fields as you see fit, then scroll to Add funds to this deposit to select the supplier and account (Creditors). After saving, match this to the invoices as outlined in Step 2.

Thanks for reaching Intuit support. We're just a post away if you have any additional queries.

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GeorgiaC · ‎October 31, 2024

Hi bourney, thanks for getting back to me. I have included some screenshots below for reference to each of the steps. The first image shows a transaction in the For review bank screen, where the Supplier has been selected and the account has been assigned as Creditors.

The below image demonstrates a Bill payment screen (select Mark as paid on a supplier invoice to record payment). Here, you can tick the unapplied credit (created in the step above) under Credits to close the bill payment. Repeat this for each invoice that the credit relates to.

The final image is of a Bank deposit. Please note, you only need to record this if you do not have your bank account connected in QuickBooks. If your bank is connected, you would follow step 1 (and the first image) to record the unapplied credit intead.

If you need any further guidance, you can reach out to our team directly. They'll have the tools to set up a screenshare where they can walk you through the process.

Our support line is open 8 AM to 7 PM, Monday to Friday, on 0808 234 5337. We also have live messaging available 8.00 AM - 10.00 PM Monday to Friday, 8.00 AM - 6.00 PM Saturday & Sunday. Thanks again for reaching Intuit support!