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payment to vendor with ingite amex how to apply payment to invoice?

I made several payment with amex, but how do i make the payment to the invoice on QB?

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payment to vendor with ingite amex how to apply payment to invoice?

Greetings saira_villa,

 

I'm here to help you apply the Amex bank transactions into QuickBooks Online (QBO).

 

From the information you provided it sounds like you're trying to match the Amex bank transactions to the vendor transactions in QBO. If this is the case, you'll have to connect Amex bank account to QBO Online Banking.

 

Here's how:

  1. Select Banking, on the left pane.
  2. On the Banking page, choose Add Account.
  3. Search and select your financial institution from the list.
  4. Enter your Login credentials for the financial institution's website and select Continue.
  5. Complete the security verification steps your financial institution requires and select Securely connect.
  6. Select the bank emblem for the account you want to connect.
  7. Select the Account type drop-down menu to choose either a Bank or Credit Card account.
  8. If you haven't already created the account, you can select +Add new to create a new account.
  9. Select Connect.

Here's a relevant article for more insights: How to add and connect bank and credit card accounts.

 

Then, match the payments to the transactions that are already entered in QuickBooks Online. However, you'll have to make sure that the downloaded bank transactions and the transactions that are already entered in QuickBooks Online have the same pieces of information. They should have the same amount, payment method and transaction date.

 

Here's how:

  1. Choose Banking on the left pane.
  2. On the Banking screen, click the For Review tab.
  3. Look for the payments then click Match.

For more in-depth information, please check our How to add and match downloaded banking transactions article.

 

Please let me know how it goes. I'm to here provide you with additional assistance if you need anything else. Have a good one.image.png

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