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Level 1

How to match one downloaded transactions to two existing quickbooks payments?

Bank issued us two cashier's checks for two vendors. It downloaded as one tranaction. I see that there is a pull down menu at the far right of the line that doesn't match. It has a "match to invoices" entry, but doesn't appear to allow matching two bills (vendors), only one. Is there a way to match to two vendors? I can delete the downloaded transaction and manually check off the payments. Is that the only way?

 

QB Pro 2016

Solved
Best answer 04-02-2018

Best Answers
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QuickBooks Team

How to match one downloaded transactions to two existing quickbooks payments?

Hello, NewNameAgain.

 

Thank you for dropping by QBCommunity.

 

To match one downloaded transaction to multiple transactions in QuickBooks Desktop, you can use the Add More Details option. In the Bank Feed Center, just select the account and open the Transaction List. Next, check the transaction you want to match, click the drop down arrow below the Action column and select Add More Details.

 

However, since you're matching this transaction to 2 different vendors, you won't be able to do this step. I'd recommend sending feedback to our developers to have this option added in QuickBooks. Just click Help, then select Send Feedback Online.

 

In the meantime, what you can do is ignore that downloaded transaction and manually enter it in QuickBooks. That way, you can directly apply it to the payments.

 

Should you have any further questions, please let me know by commenting below.

View solution in original post

3 Comments
Highlighted
QuickBooks Team

How to match one downloaded transactions to two existing quickbooks payments?

Hello, NewNameAgain.

 

Thank you for dropping by QBCommunity.

 

To match one downloaded transaction to multiple transactions in QuickBooks Desktop, you can use the Add More Details option. In the Bank Feed Center, just select the account and open the Transaction List. Next, check the transaction you want to match, click the drop down arrow below the Action column and select Add More Details.

 

However, since you're matching this transaction to 2 different vendors, you won't be able to do this step. I'd recommend sending feedback to our developers to have this option added in QuickBooks. Just click Help, then select Send Feedback Online.

 

In the meantime, what you can do is ignore that downloaded transaction and manually enter it in QuickBooks. That way, you can directly apply it to the payments.

 

Should you have any further questions, please let me know by commenting below.

View solution in original post

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Level 1

How to match one downloaded transactions to two existing quickbooks payments?

How do you do this for QuickBooks Online?

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Moderator

How to match one downloaded transactions to two existing quickbooks payments?

Glad to have you here in the Community, YoM.

I'd be delighted to help you match downloaded transactions via the QuickBooks Online.

 

You can use the Find Match option to match the downloaded transaction in the existing transaction in QuickBooks Online.

 

Here's how:

 

  1. In the For Review tab, select a transaction.
  2. Choose Find Match.
  3. Filter the dates.
  4. Search and select for the transactions.
  5. Hit Save.

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You may find these articles helpful:

 

That's it! Should you need more help in matching transactions in QuickBooks Online, please let me know.

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