Matching transactions - payment or invoice?

I'm here to share details as to how you can match your payments and invoices when using a third-party application in QuickBooks Online (QBO), @Nneka. This way, you can manage your sales and keep your data updated.

QBO depends on the data shared with your third-party app. Based on your description, you'll have to match the appropriate invoices generated from Dupsado and the payment transactions you have to the mobile deposits. To make sure you choose and match the correct transaction, you may also verify with them directly. This way, you'll be guided accordingly in managing your invoices and payment transactions in QBO.

Also, to further guide you in managing your sales and income transactions and the growth of your business using QBO, I'd recommend checking out these articles:

• Organizing Invoices and Payments in QuickBooks Online

• Learn about QuickBooks Online with how-to videos

Please keep me posted if you have other concerns about managing your payments, invoices, and income transactions in QBO. Let me know in the comments, and I'll gladly help. Take care, and I wish you continued success, @Nneka.

Hello, and thank you for your response.

Please can you help me understand if I should chose a *Payment* or *Invoice* when I match a transaction? I see both available.

Hello, @Rea_M , thanks for your response.

Please can you help me understand if I should match a Mobile Deposit transaction with a *Payment* or *Invoice*? I see both options. I would assume Payment, but want to be sure.

You are right, @Nneka. 

In QuickBooks Online, you can match the deposit to the payment. QuickBooks matched the downloaded transaction with the one you already entered with the same amount. This links them together so you don't get duplicates.

To proceed, here's how:

1. Go to the Banking menu or Transactions menu.
2. Choose the tile for the account you want to review.
3. Click the For Review tab.
4. Find a downloaded transaction with the Match option in the Action column.
   
   
5. Take note of the Date, Description, Payee, and amount spent or received.
6. Click the transaction to expand the view and review the Matching records found in QuickBooks. 
7. Choose the link next to each match to get more details.
8. Make sure this is the correct match. In particular, review the Deposit to, Payment method, and Bank account fields on forms for the existing transaction in QuickBooks.
9. If this is the correct match, close the open transaction.
10. Lastly, click Match.

For additional info, please see this article: Categorize and match online bank transactions in QuickBooks Online.

After reviewing your transactions, you can start reconciling your accounts so they always match your bank and credit card statements.

I look forward to hearing how this goes for you. I'll be on stand-by to help you always. Keep safe!