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Hello, how can i introduce a class when matching a payment with an existing invoice? When I match the payments I get to know whose payment was but lose info of which class it belongs to. I use "class" for specific projects in my accounting because I need to know Profit&Loss by client and by project. I have clients with several projects.
Hi there, Belen.
Thanks for joining the Community today. I'm here to provide details on introducing a class when matching a payment with an existing invoice.
When matching payments into QuickBooks Online, the class on the deposit will automatically override the class on your invoice. As a workaround, if the class on the deposit is incorrect, you can manually update it and add it in QuickBooks afterward.
Once done, you can delete the invoice in QuickBooks to make sure there aren't any duplicate transactions.
To do that:
After that, open the existing invoice and delete the associated class.
For more details about adding and matching downloaded transactions, please refer to this article: https://community.intuit.com/articles/1773491.
This should keep you moving today, Belen. Please let me know if I can be of additional assistance. I hope you have a wonderful week ahead.
Thanks Betty for your answer
However i still need help, I'm trying to get the report of Accounts Receivable by class, but I noticed that when an Invoice is made the automatic journal entry doesn't place the class of the account receivable, so even tough i can change the class when matching a payment with an existing invoice i can't get the report needed :(
And another issue, I noticed that when I use the "add" option for the payment of an existing invoice, as you suggested, I loose that info in the Invoicing module...
So is there a way I can get the report of Accounts receivable by class??
Hello there, @Belen.
I appreciate you clarifying that for me. I'd be glad to provide additional insight on this.
Just to make sure we're on the same page, may I know what specific invoicing module are you referring to?
Also, when it comes with pulling up an Accounts Receivable Report by Class, this option is currently unavailable in QuickBooks Online. However, you can pull up the Transaction Detail by Account Report and customize it by Class.
Let me show you how:
I've attached some screenshots below to outline the steps:
This time, I'd encourage you to submit feedback, which is sent to the Product Development Team for review when determining features to be added in updates. You can do this from within QuickBooks Online by selecting the Gear icon and clicking Feedback or by going to this link: https://feedback.qbo.intuit.com/.
I'll be on the lookout for your reply and look forward to further assisting you. Have a lovely day!
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