I appreciate your time to post your concern here, @schand4462. Let me share some insights about matching invoice payments to your bank in QuickBooks Online.
You need to manually match the payment transaction in your bank feeds with the corresponding invoice. QuickBooks Online uses transaction matching to help streamline this process. I'll guide you on how:
- Find a downloaded transaction that shows the Match option in its Action column.
- Note your Date, Description, Payee, and amount received or spent.
- Click the transaction record to expand its view.
- Review your Matching records found. This is the possible matching transaction(s) you've already entered in QuickBooks.
- Hit your link next to each match to see more details.
- Confirm you've found the correct match. Be sure to review your Deposit to, Payment method, and Bank account fields on forms for the existing transaction.
- If your match is correct, close the open transaction.
- Select Match.
Your books will now know the downloaded transaction is the same one you've already entered in your books. Both records will be connected so there are no duplicates.
I'm adding these articles about categorizing transactions and reconciling accounts for additional reference and guide:
If you have further clarifications about matching transactions in QuickBooks, don't hesitate to reach back to us. Just leave your comment below and we'd be happy to assist.
