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Join nowWhen working on my bank transactions and matching them to deposits, we are running into snags when a customer makes a payment with a credit card. They show up as paid under the customer name, and they appear on my bank statement/transactions. When I go to match them, that particular customer doesn't pop up as an option. I've tried changing the dates, making sure all the banking info. matches up, etc. Is there something we are missing? We have lots of online payments showing "paid" and unmatched intuit deposits to reconcile and it is getting out of hand. Thanks in advance for your suggestions!
Thanks for joining the Community, davesdocks.
If you're not seeing your transaction's proper matching transaction in its Matching records found section, you can use the Find other matches button to search for other matching transactions.
Here's how to manually find matches if you're using QuickBooks Online:
In the event you're using QuickBooks Desktop for a Windows or Mac computer, your steps will be a bit different:
I've also included a detailed resource about matching transactions in QuickBooks Online which may come in handy moving forward: Match online bank transaction
Please don't hesitate to send a reply if there's any additional questions. Have a wonderful day!
I've tried to find other matches to match the quick book deposits in my bank transaction but the customer and the customers payment is not in the list. If i search either nothing pulls up.
I appreciate your time joining the Community, bgbm! Let me share with you some insights on what might be the cause of the customer's payments not being reflected on the bank transaction.
Some transactions may not find a match from existing records due to the following reasons:
To match customer payments to the statement, you can record it in QuickBooks manually as a received payment to mark the invoice as paid. If you don't record the payment, the invoice will remain open and show as unpaid in your reports. Here are the steps you need to follow to record the payment in QuickBooks:
Furthermore, you can also take a look at this article about how to handle your account register and make use of its associated features: Find, review, and edit transactions in account registers.
Please do share your thoughts on the problems you are facing with QuickBooks, and I will be happy to get back to you. Looking forward to your response. Cheers!
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