I have facing a situation where the invoices from last year that I have matched with a payment from the bank, have unmatched now and is showing as open/not paid.

One possible reason for the unmatched invoices and payments could be recent modifications made within the system. Another possibility is the deletion of transactions. To ensure we're on the same page, I'll provide two scenarios for us to consider. Let's collaborate to get everything back on track, Admin.

It's concerning when previously matched invoices and payments become unmatched. However, we can verify this by checking the Audit Log report to see if any changes were made within the system.

Here's how to access the report:

1. Hover over to the Gear icon and choose the Audit Log.
2. Click the Filter drop-down and set the date and events.
3. Choose All Transactions, then Deleted or Voided Transaction in the Events section.
4. Please review any changes that may impact the matched transactions.
    

Once we confirm that a deletion occurred, we can manually record the payment to mark the invoice as paid.

Here's the process to do that:

1. Head to the Sales menu, then Invoices.
2. On the Date tab, choose 2024.
3. Set the Status to Unpaid.
4. Manually click the Receive payment for each entry one by one. Refer to the Audit Log report for the deleted payments.
    

However, if this was unmatched on the Banking page, we can match the payments from the bank directly with the invoices. Please refer to the sample screenshot below for guidance.

To handle invoices and customer payments more efficiently in the future, consider leveraging the expertise of our QuickBooks Live Expert Assisted team. They can offer advice on best practices for sales management and help implement advanced features such as automated reminders and recurring transactions.

Moreover, if you want to gain a deeper understanding of transaction management and account reconciliation in the future, check out the following articles:

• Exclude a bank transaction you downloaded
• Set up bank rules to categorize online banking transactions
• Learn the reconcile workflow in QuickBooks
  
  

A consistent match between invoices and payments is essential for accurate financial tracking. I'm still here to help if you find discrepancies or need additional guidance navigating these processes. It's our goal to ensure a streamlined experience with QuickBooks Online for you, Admin.