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You can match a single batch deposit to multiple invoices in the Bank Transactions window, SquirrelGirl.
This means that you don't need to exclude them to clear them out from the Pending tab. Here's how you can do it:
- Go back to the Pending tab and look for the deposit.
- Choose Match.
- Look for the invoices and check the boxes before them.
- Click Match.
Here's an article that talks about finding a match for downloaded transactions for guidance: Match your bank and credit card transactions.
You can also check out these articles for additional resources about the new banking interface:
- Learn about updates to the new AI-powered banking page
- How AI suggestions help match and categorize bank transactions
Please know that you can always ask the Community anytime you need help.
Thanks for getting back to this thread, SquirrelGirl.
Before we proceed, could you confirm whether you're using the new version of bank feeds using your QuickBooks Online (QBO) account?
If so, we can perform some troubleshooting steps by clearing your browser's cache or signing into any supported browser. This will address the browser issue where you're unable to see the option to match transactions, despite following the steps provided by my previous colleague.
On the other hand, if you're using the older interface of QuickBooks, you can manually search for matching transactions using the Find Match feature.
Here's how:
- Go to the For Review tab.
- Select the account where the transactions are recorded.
- Click on the transaction you want to match.
- Choose either Match or Find other Matches and enter the relevant details (e.g., amount, date, etc.).
- Review the results and match the transactions accordingly.
- Once done, click Match to save the changes.
You can also check this page for further information on how to fix QuickBooks Payments deposits to match your statements in QBO: Fix deposits to match your bank statements.
Feel free to reply to this post if you need further assistance.
