I am trying to match a downloaded deposit from our bank. I need to "resolve" a difference, but it only allows 5 lines. I need more. Is it possible to allow more lines?

Hi there, sflaa1.

I can share some tips on how you can match that downloaded deposit.

Currently, the maximum number of lines we can add when resolving a difference is five (5). To zero out the difference and ensure that the amounts will match, you can adjust the value of each resolving transaction. I'll show you how:

1. Select Banking or Transactions from the sidebar menu.
2. Go to the Banking tab, then choose the appropriate bank account.
3. Select the For Review tab to start your review.
4. Find the downloaded transaction you want to match, then select the Find match option.
5. Adjust the filters, then review the matching records found in QuickBooks. 
6. Select the transaction to match, then click the Resolve Difference option to enter a resolving transaction.
7. Enter the necessary information, then adjust the amount of each transaction to zero out the difference.
8. Click Save when you're done.

In addition, here are some articles that you can read to help manage your online banking transactions:

• Categorize and match online bank transactions

• Set up bank rules to categorize bank transactions

If you're about to reconcile your accounts, I recommend checking out this article to be guided in doing the process: Learn the reconciliation workflow.

Drop me a comment below if you need further assistance in handling your other transactions. It's always my pleasure to help.

Hi KlentB,

Thanks for your answer but it does not solve my problem.  We bill customers for a monthly association fees (home owners association).  The payments sometimes come in prior to the time when invoices are generated.  In the case I have now, there are 9 customers who made payments for a future month.  Thus, I cannot match the payments to invoices since no invoices have been generated.  This happens all the time, but it has never before been more than 5 customers in a single deposit.  Thus, I cannot change the amounts because each customer paid only so much money and I can't give them credit for more than they paid.

I think what I will do is wait until tomorrow since tonight, the invoices will automatically be generated in QBO and then I can apply directly to the invoices.  Thanks for your assistance.

Steve