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Link bank deposit with bank payment

 
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Anonymous
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Link bank deposit with bank payment

Hi, @madhu.

 

It's nice to have you with us in the Community today. Just to clarify, are you referring to the deposits or payments you entered in the bank and you want to match them to existing transactions in your company file? If so, you can view or accept this matched transactions on the For Review tab. 

 

Let me show you how:

  1. On the Banking page, select the For Review tab.
  2. If one match was found, the matching transaction appears in the Category or Match column.
  3. If the match is correct, from the Action column, select Match to accept it.
  4. The transactions you matched are moved from the For Review tab to the In QuickBooks tab and marked as matched.

You can check out this article for more information about adding and matching transactions: How to add and match downloaded banking transactions.

 

However, if you're referring to something else, please let me know. I'm always here to help find other ways of linking your bank deposit with bank payment.

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