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Good afternoon I have an issue that I got a payment for a customer and when it shows me to match the deposit I have 4 items open nad I do not know how to apply this deposit that I still have open.
I am attaching a copy of the image so you can guide me in solving this issue.
Thank you
Ariel
Hi there, @abacus3247.
Thanks for sharing with me the complete details of your concern. I'm here to help you match the transactions in your bank feeds.
Looking at your screenshots, I can see two invoices and two deposits. That means they match. Select all of these four radio buttons to link the two deposits to the two open invoices. Then, click Match.
You can also read through this article to help you learn about categorizing and matching your transactions in QuickBooks Online.
For future reference, you'll want to reconcile your account in QuickBooks Online to compare the transactions you've entered in the program with your actual bank statement.
You're always welcome to visit us here in the Community if you have an additional concern, @abacus3247. I'd be around to help.
Thank you for your answer, the problem is that cannot select the 4 transactions at the same time, each one is independent.
This was done by the person that was in before I came aboard the company, that is why I need help to solve this transactions.
Good morning and thank you for your answer. The problem that I have is that I cannot select the 4 transactions at the same time, and do not know how the 4 transactions were done, as this was done by the person that was in the company before I came onboard.
Thank you.
Good Afternoon, @abacus3247.
Thanks for the additional clarification about this banking problem.
Since someone else entered this information before you and you're unsure of how to successfully match these transactions, then I recommend getting in touch with one of our QuickBooks Online (QBO) Specialists. They can use a screen share tool to review the transactions and see what steps you can take next to resolve this issue.
Here's how:
Afterward, you'll receive an estimated time of when our Customer Support Team will be in contact with you.
Reaching out to our Support Team will be the best way to get this problem fixed as soon as possible. If you have any trouble along the way, just let us know. The Community is always here to have your back. Wishing you and your business continued success!
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