I've got you covered, @userdeanswindowclean.
When matching deposits with credit card fees to the invoice, you don't have to edit each invoice to match it. You have two options to handle credit card fees to allow you to match your invoices to the deposit.
First, you can utilize the Resolve Difference option. This helps match your transaction through its difference until it will be equal to zero. Here's how:
- Click Banking from the left menu.
- Select the bank account, then go to the For Review tab.
- Select the Find other records or Find match button to open the Match transactions window.
- By default, the Match transactions window lists All transactions within the date range, but you can narrow the results.
- Use options on the Show drop-down menu to specify the type of transaction you're looking for.
- If the amounts are different, you can locate additional matched transactions, or select Resolve Difference to open the Add resolving transaction fields to add the Category and Amount (and, optionally, Payee) of a resolving transaction until the difference equals zero.
- If necessary, you can use the Add new transaction button to add multiple resolving transactions.
- Hit Save.
Also, you'll want to create a bank deposit for the credit card fee less than the amount of the invoice. This way, you can match this transaction to the bank deposit.
I'm also adding this article to learn more about reconciling accounts in QuickBooks: Reconcile an account.
Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day!
