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Join nowSorry if this is redundant but after reading the message boards and trying everything for the past hour I'm too frustrated. I'm having a big problem trying to link paid invoices to imported deposits in QB online and nothing I'm reading seems to be helping. Heres a hypothetical to illustrate what I mean:
I have an invoice with a $300 balance. I get a check in the mail so I receive the check against the invoice and deposit it into the chosen bank account. Two days later I physically go to the bank with the $300 check and $700 in cash making the total deposit $1000. On my imported bank transactions I have a $1000 deposit so I do a split ($300 check and $700 cash) but I cannot get that $300 to match or link with the invoice payment no matter what I do and I've tried EVERYTHING.
I'm so confused, I'm obviously doing something very wrong but I have no clue what it is. To balance it i'm having to change the $1000 imported deposit to $700 and when I reconcile that balances with the $300 payment. There has to be a better way to do this!!! What's the correct process???
I can walk you through on how to properly match it, GreenBee.
We can match the transaction worth $1000 into the $300 payment. Then, let's click on Resolve button so that QuickBooks will create deposit for the remaining $700. But before, let's undo first the split deposit you've created. This is how to do it:
When you open the register, you'll see that there's an additional $700 deposit. You can now reconcile it.
This will help you achieve your goal for today. Comment below if you have more questions.
That was SO MUCH EASIER than I was making it out to be! Thank you!!!!
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