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How do I match my deposit with my payments received

 
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QuickBooks Team

How do I match my deposit with my payments received

Good evening, @mosleymechanix.

 

I'm here to guide you through the process of matching your deposits to your payments received.

 

In just a few steps, you'll have your transactions matched in your QuickBooks Online account. Here's how:

  1. Go to the Banking tab in the left-hand menu.
  2. In the For Review section, click on the transaction to expand the view.

       3. Review the Records found. Press on the hyperlink to get more details on the transaction.

       4. Make sure the correct account is in the Deposit to field.

       5. Hit Match.

 

This process is done to prevent any duplicate transactions. That's all there's to it!

 

Here's a Community Article that provides more information about how to match and categorize transactions in QuickBooks Online.

 

Let me know if there's anything else I can help you with today. I'm always here if you need me. Have a great day.

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