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How do I match multiple bank transactions to one payment?

 
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Best answer 08-26-2019

Accepted Solutions
Moderator

Re: How do I match multiple bank transactions to one payment?

Thanks for reaching out to the Community, athenastudio.

 

There isn't an option to match multiple bank transactions into one payment in QuickBooks Online (QBO).

 

You can exclude the bank transactions and manually clear the payment in your chart of accounts. This will avoid duplicates.

 

To exclude, please follow these steps:

  1. Select Banking from the left menu.
  2. Click the For Review tab.
  3. Check the boxed next to the transactions you want to exclude.
  4. From the Batch actions drop-down, choose Exclude Selected.

image.png

Here's how to manually clear the payment:

  1. Click Accounting on the left pane, then choose Charts of Accounts.
  2. Locate the account and click View register.
  3. Look for the transaction and repeatedly click the box under the  column.
  4. Select the appropriate status of the transaction:
  •     C - Cleared
  •     R - Reconciled
  •     Blank - Not cleared or reconciled

        5. Lastly, click Save.

image.png

 

For additional insights with matching transactions, please visit this article: 

Download, match, and categorize your bank transactions in QuickBooks Online.

 

If you want to learn more about the reconciliation process in QBO, check out this article: Reconcile accounts.

 

If you have other questions, please let me know. I'm always here if you need anything else. Take care.

View solution in original post

2 Comments
Moderator

Re: How do I match multiple bank transactions to one payment?

Thanks for reaching out to the Community, athenastudio.

 

There isn't an option to match multiple bank transactions into one payment in QuickBooks Online (QBO).

 

You can exclude the bank transactions and manually clear the payment in your chart of accounts. This will avoid duplicates.

 

To exclude, please follow these steps:

  1. Select Banking from the left menu.
  2. Click the For Review tab.
  3. Check the boxed next to the transactions you want to exclude.
  4. From the Batch actions drop-down, choose Exclude Selected.

image.png

Here's how to manually clear the payment:

  1. Click Accounting on the left pane, then choose Charts of Accounts.
  2. Locate the account and click View register.
  3. Look for the transaction and repeatedly click the box under the  column.
  4. Select the appropriate status of the transaction:
  •     C - Cleared
  •     R - Reconciled
  •     Blank - Not cleared or reconciled

        5. Lastly, click Save.

image.png

 

For additional insights with matching transactions, please visit this article: 

Download, match, and categorize your bank transactions in QuickBooks Online.

 

If you want to learn more about the reconciliation process in QBO, check out this article: Reconcile accounts.

 

If you have other questions, please let me know. I'm always here if you need anything else. Take care.

View solution in original post

Super Contributor *

Re: How do I match multiple bank transactions to one payment?

Hello ! I can advise you to use Business Importer app for such purposes. They have very easy logic for such cases. You just need to mention the same doc/refnumber of payment for both bank transactions which you want to link to this payment.

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