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Thanks for posting here, @smbessler.
Let's perform some browser troubleshooting steps so you can split the deposit downloaded from your bank. To start,
let's access your QBO account using an incognito window. Private mode prevents storing cache and cookies that might cause problems when running websites. Here are the shortcut keys you can use:
Once signed in, split the deposit again. Here's how:
If this works, go back to your regular browser and clear the cache. This will remove the stored cache or cookies to refresh your browser. For your reference, please visit this article: Split transactions between multiple accounts.
Then, to make sure your bank balance and QuickBooks are matched. You'll need to reconcile it regularly. For the detailed steps, please visit this article: Reconcile an account in QuickBooks Online.
Stay in touch with me if you have other questions about splitting your deposit in QuickBooks. I'm always here to help.
I too am having a similar problem. My bank downloads a single deposit amount that represents many deposits. When this happens Quickbooks cannot match the deposit with the customer payment under Banking "for Review". I have attached screenshots. In this specific case there are 4 items "for review" that represent the single bank deposit of $6280.84. This has been a problem for me for years. Very Frustrated, please help. Tim
Hi there, @tlewis133.
The option to match a single deposit to multiple downloaded payments is unavailable in QuickBooks Online (QBO). However, we can match a downloaded payment to multiple invoices in QuickBooks.
I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.
You can also send feedback to our product developers. That way, they can review your request and improve your experience in QBO. Here's how:
At the moment, you can use the Received payment feature to record the deposits. Then, use them when reconciling the transactions.
On the other hand, you can exclude the single downloaded deposit since you can't match it to multiple invoices.
In addition, you can check out this article for additional info when reviewing downloaded bank and credit card transactions: Categorize and match online bank transactions in QBO.
Please let me know if you need clarification about this, or if there's anything else I can do for you. I'll be standing by for your response.
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