Matching bank deposits to invoices

Anonymous · ‎March 29, 2019

I just upgraded from QB Desktop 2016 to Desktop 2019.

I can't find any way to tell QB that a particular bank deposit downloaded from my bank applies to a particular invoice. Not in the help file, not on the Web. This used to be straightforward.

If I go to Banking Feeds center and select "Match to Existing Transaction", there are no open transactions after selecting "Show All". If I select "Add More Details" I get a dialog in which the invoice I want appears, but there is no way to select it; clicking anywhere does nothing.

Is there really no way to do this most fundamental task?

Anonymous · ‎April 03, 2019

I figured it out! I call it a bug.

When I opened that dialog for the first time, QB or Windows calculated the column widths. The first column was too narrow! THe checkboxes "were there", just not being displayed. Drag the first column a little wider and voila. There they are.

View solution in original post

Anonymous · ‎March 29, 2019

Hi there, @Anonymous.

Thanks for reaching out in the Community. I'm here to help share some insights about matching bank deposit to the paid invoice in QuickBooks.

Selecting the Add More Details tab on the Transaction Details page will create another transaction if you add it to QuickBooks. Can you provide a screenshot of the invoice transaction appearing on the Add More Details?

You may also check this related article on how QuickBooks handles the downloaded transactions: Add and match Bank Feed transactions.

Keep me posted so I can further check the invoice transaction that appears on your Banking Feeds Center. I'll be here to help however I can.

Anonymous · ‎March 30, 2019

I spent several hours on the phone with Quickbooks support. The issue is that on only one computer (the one on which QB must run) the checkboxes are missing from the top half of the "Add More Details" dialog box. There's checkboxes aplenty elsewhere. The latest attempt was a clean QB install, which didn't help.

Anonymous · ‎March 30, 2019

I spent several yours on the phone with support. THe issue is tat on one and only one computer (the one on which we must run QB for good reasons) the checkboxes are missing from the top half of the "Add more details" dialog. On other computers they are there but that doesn't help. The lsat attempt was a clean install of QB but that didn't help.

JessT · ‎March 31, 2019

It sounds like you've already tried everything, JonFleming.

If the agent didn't mention about creating an investigation for this issue, please request for a callback again so this will be investigated. If the agent did, please wait for an update from our engineers.

We're just here if you have other questions.

Anonymous · ‎April 03, 2019

I figured it out! I call it a bug.

When I opened that dialog for the first time, QB or Windows calculated the column widths. The first column was too narrow! THe checkboxes "were there", just not being displayed. Drag the first column a little wider and voila. There they are.

Anonymous · ‎April 03, 2019

I figured it out! I call it a bug.

When I opened that dialog for the first time, QB or Windows calculated column widths. The first column was too narrow! Drag that column a little wider and voila. Checkboxes!

I think this "sticks" and is a one-time, deal, but I haven't checked. It does stick within a session.

andesCES · ‎November 08, 2022

The "bug/glitch" has not being fixed even for the QB DEsktop 2022 Pro Plus. I think the issue for the first column to be too narrow to show the checkboxes is an issue based on the "foundation" of how QB desktop was written, I bet computers with low resolution dont have that problem because they use the same screen resolution as the engine used to originally code QB Desktop.

JonpriL · ‎November 08, 2022

Appreciate the update, @andesCES.

I hear you and thank you for the confirmation you shared discussing how the columns of your checkboxes are too narrow even after updating QuickBooks. I'm here to ensure you get the best help available so you're able to fix the corresponding column width display in QuickBooks Desktop.

Let's consider performing the suggestions discussed in the last two responses from a Community user before yours. You may also use this link to learn more about how to fix screen resolution display: Change display settings in QuickBooks Desktop.

However, if the issue persists even after following such suggestions, I recommend contacting our Customer Care Support. You can work with one of our specialists in creating a ticket to let our engineering team investigate the root cause of why such a problem is persisting. To do so:

Go to Help.
Select QuickBooks Desktop Help.
Click Contact Us.
Enter a few words describing how the checkboxes column width doesn't display is not working as expected in the What can we help you with? text area.
Select Continue.
Click Chat with us or Have us call you to connect with our team online.

On that note, I'm including this reference so you're able to use all the features and functions of QuickBooks: Help Articles in QuickBooks Desktop. You're able to read subtopics that will describe how a feature is used and how to accomplish tasks related to its functions.

Let me know how it goes in the comments below. Don't forget to include my name, @JonpriL, in your reply so that I can get back here and answer all your concerns in QuickBooks. Stay safe!

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Matching bank deposits to invoices