When I try to write check/make deposit, I can see open invoices while I select 'make deposits' from Banking to match but I cannot see open bills to match while 'writing check' from Banking.
Is there any easy way out to match bills which have not been done earlier from bank feeds?
Currently, there's an option for payment transactions on the Banking window that says Select Bills to Mark as Paid. You'll want to select that. On the next window, you will have to select a vendor first to see their outstanding bills, including the past due ones. By the way, what do you mean by done earlier from bank feeds?
You can also check about adding and matching transactions in QuickBooks Desktop.
I'm just right here if you have other questions or if you want to add more details about your concern.
Thanks for the response.
Somehow the transactions have not come in bank feeds. I'm manually adding payments/deposits in bank register.
How can I match it to open bills/invoices in those cases?
Hi there, dhavalkakadiya.
Welcome back to the QuickBooks Community. I'll share steps to ensure you're able to match payments/deposits to open bills/invoices.
Since you've already manually adding payments/deposits to the bank register, you can link the invoice to the imported entry to match Bank Feed transactions in QuickBooks Desktop. To start with, you can use the Add More Details option in your Bank Feeds.
You can also change or edit the deposit by choosing the appropriate customer name.
For additional information, you can click this article: Add and match Bank Feed transactions in QuickBooks Desktop.
Please refer to this article to view detailed steps on how you can reconcile your accounts so they match your bank and credit card statements to avoid discrepancies: Reconcile an account in QuickBooks Desktop.
Let me know directly if you have any other concerns about matching up deposits to invoices. I'll be right here to help you!
Thanks for the response.
Just to add, I've already deleted the transaction from the 'bank feeds' mistakenly and do not wish to update bank feeds again.
How can I finish up in those cases?
I appreciate you for getting back to us here in the Community. Allow me to chime in and help you match the bills in QuickBooks Desktop.
I've read the thread from the top regarding the open bills. I can provide some clarification about how to record the payments correctly.
Using the Write Checks option will not link or match your payments to the bill. That's the reason why you cannot see the transactions during the process.
I recommend using the Pay Bills option by clicking Vendors at the top menu bar. This feature will help you link the payment directly to the bill and also be able to choose the Check option as the payment method.
For additional reference, I've attached a link that provides a workaround on how to link the check to the bill in QuickBooks: Bill shows as unpaid after writing a check in QuickBooks Desktop.
Fill me in if you have additional questions about your bills in QuickBooks. I'm always here to help. Take care always.