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marcum88
Level 1

Bank Transactions

Is there a way to link banking transaction/expense to an invoice?

1 Comment 1
JonpriL
Moderator

Bank Transactions

Hello @marcum88,

 

Bank transactions can only be linked to the same transactions posted into the system. Thus, expenses can only be linked to an expense, a check, or a bill.

 

In addition, here's an article you can read to learn more about categorizing your bank transactions: Categorize and match online bank transactions in QuickBooks Online.

 

Lastly, I've got you this helpful article for ideas about how you can reconcile a bank account: Reconcile an account in QuickBooks Online.

 

If there's anything else that I can help you with, let me know in the comments. I'll be here to lend a hand.

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