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JustTryingToNotPullMyHairOut
Level 1

How to match two downloaded transactions to one credit carge

This happens so often with Amazon. It is driving me friggin nuts. Please Quickbooks, get with the times.

birdys_flying
Level 2

How to match two downloaded transactions to one credit carge

Ditto. One invoice, exceed email money transfer amount. So sent two transfers, but can't link them to one expense

Mark_R
Moderator

How to match two downloaded transactions to one credit carge

I'll help match your two transfers in QuickBooks, @birdys_flying.

 

QuickBooks always match the transactions from your bank statement. Since you have two transfers from your bank, you should create two expenses in QuickBooks as well. Please also know that QuickBooks only allows you to match one downloaded bank transaction into multiple transactions.

 

To get this sorted out, you'll want to edit the amount of expense transactions and make sure it matches the one you transfer. Then, create a new one for the other transfer. Here's how:

 

  1. Go to the Vendors menu, then select Vendor Center.
  2. Select the vendor's name from the left menu.
  3. Find and open the expense transactions.
  4. Edit the amount and make sure it matches the transfer.
  5. Click Save & Close.
  6. Then, create a new expense transaction to the other transfer.

 

Once done, you can now proceed on matching your two transfers to your two expenses in QuickBooks. Here's how:

 

  1. Go to the Banking menu, then select Bank Feeds and choose Bank Feeds Center.
  2. From the Financial Institution drop-down, make sure the correct bank account is showing.
  3. Select View. Then, download and view the electronic statement.
  4. In the Match Transactions window, make sure the Show Register checkbox is selected.
  5. Choose the transfer in the statement that you need to match to the expense transaction.
  6. Select the transaction in the register to match to.
  7. Click Match.

 

I'm adding this article for more details: Add and match Bank Feed transactions in QuickBooks Desktop.

 

Should you need any additional assistance while managing your bank transactions, you can leave a comment below. I'll be sure to get back to you.

crystalcalliou
Level 2

How to match two downloaded transactions to one credit carge

This is absolutely ridiculous. We have a vendor who we will be placing very large orders with, and who will be shipping items as they are available. I'm talking about like 4-5 shipments on a $20k invoice. They will charge us for part of the invoice as each part ships. So I might have 4-5 bank transactions that need to all go to one invoice. I am not splitting up my vendor invoices into that many separate expenses, I want one invoice for a project. This is totally ridiculous that QBO is not capable of applying multiple bank charges to an expense. I can do it for a Bill - why can't I do it for an expense? 

coastalerica1
Level 3

How to match two downloaded transactions to one credit carge

Wondering if QB has done anything at all to work towards a solution on this or are our comments just being "worked on" still?

I regularly encounter this issue and would love a fix, not a "work around".

Example, I make a charge on my credit card, I enter the charge in my credit card register to track the expense and break the expense down into 2 accounts, say "materials" and "material fee". One I bill back to my customer, one I do not. So I have a total charge for the expense including the fee in QB, but the charge comes through to my bank in 2 separate transactions. Now I have to just ignore the transactions I pull from my bank, instead of having the complete bank information on that charge and matching 2 bank transactions to 1 QB transactions. What is the point of pulling bank transactions if I can't match them properly to existing transactions? I could just enter two separate transactions but I don't always know which transactions are going to come through separately, so then I have to go back after the fact and fix it, instead of click a few boxes and tell QB to combine them, which should be something that is possible. 

**I'm not asking for an answer, I know how to handle this issue in QB, delete the item you don't want or just enter all the separate charges and match them. I just want a fix!

For a software company to have been around for 20 years, it seriously needs some work to get with the times. 

FCNadine
Level 1

How to match two downloaded transactions to one credit carge

Has this issue been rectified yet?

 

I am finding it a complete waste of time to enter an entire bill for a 95 cents service charge on a 5000 bill just so that I can match my banking transactions. We need to be able to select 2 debits to a single bill or this has just become more work than it's worth. It's especially frustrating when you have to go back months to create separate bills just to be able to reconcile anything. 

 

It would seem from the multiple threads and endless requests for this function, with some even going back years that Quickbooks should have made this a priority.

bohemianworksllc
Level 2

How to match two downloaded transactions to one credit carge

Couldn’t tell ya.

we went to Wave accounting (free) almost 2 years ago now…. Just as easy to do stuff like this without the monthly fee.

MichelleBh
Moderator

How to match two downloaded transactions to one credit carge

I can help you make anything possible in QuickBooks, FCNadine. Your satisfaction means everything to us.

 

Able to select two debits to a single bill in QBDT makes it very beneficial for you and other companies. Also, this process will save you time. With this, I'll route you to the page where you can post follow-up feature suggestions to our product engineers. It enables our engineers to develop a solution to enhance your overall QuickBooks experience.

 

Here's how: 

  1. Go to the Help menu. 
  2. Select Send Feedback Online.
  3. Type your concern in the box and click Send Feedback

 

Many of the program's current features are available because of user feedback. Also, QuickBooks has a website where you can vote on and provide comments on any future suggestions. To access the page, visit this link: Customer Feedback for QuickBooks.

 

Further, check out these articles below on how to handle banking transactions and other related topics:

 

 

I'd be more than happy to work with you again to address other QuickBooks-related concerns. Just drop a comment below. I hope you and your loved ones are staying safe, FCNadine.

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