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Matching multiple bank deposits to one invoice

Hello,

I run a pet services business. I use a separate software package that allows me to do scheduling and at the end of the month I can invoice all of my customers with a single click based on the schedules for that month.

 

What am I trying to achieve? I would like to create a single summary invoice within Quickbooks at the end of each month and then match all of the separate clients individual payments to the one invoice. I can match them individually but wanted to know if I could select say 15 or 20 and match them in one go? Any ideas much appreciated.

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Best answer 02-20-2018

Accepted Solutions
Content Leader

Re: Matching multiple bank deposits to one invoice

Hey there TopDog2018,

 

I appreciate you reaching out to us here in the Community. I'm glad to lend a hand with matching multiple deposits to one invoice.

 

This can be done by receiving payments on the invoice. Here's how to do it:

 

1. Select the Create icon (+) in the top right corner.

2. Click Receive Payment.

3. Find the customer's name.

4. Enter the date, payment method, and where to deposit to.

5. Check the invoice to apply the payment to under Outstanding Transactions.

6. Choose Save and close in the bottom right corner.

 

This article offers additional information on adding and matching downloaded transactions: https://community.intuit.com/articles/1164872-matching-downloaded-transactions-to-existing-quickbook....

 

This will get you back on track. Keep up the great work and please feel free to reach out to me if you have any other questions.

View solution in original post

1 Comment
Content Leader

Re: Matching multiple bank deposits to one invoice

Hey there TopDog2018,

 

I appreciate you reaching out to us here in the Community. I'm glad to lend a hand with matching multiple deposits to one invoice.

 

This can be done by receiving payments on the invoice. Here's how to do it:

 

1. Select the Create icon (+) in the top right corner.

2. Click Receive Payment.

3. Find the customer's name.

4. Enter the date, payment method, and where to deposit to.

5. Check the invoice to apply the payment to under Outstanding Transactions.

6. Choose Save and close in the bottom right corner.

 

This article offers additional information on adding and matching downloaded transactions: https://community.intuit.com/articles/1164872-matching-downloaded-transactions-to-existing-quickbook....

 

This will get you back on track. Keep up the great work and please feel free to reach out to me if you have any other questions.

View solution in original post

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