Let me help you manage the situation where multiple invoices are paid with a single check, laz7.
You're correct. QuickBooks matches one payment with one invoice automatically. In your case, you can follow the first option to fix it promptly.
Option 1: Utilize the Find match feature to match multiple invoices with one check.
- Go to the Transactions menu.
- Within the Bank transactions tab, click the check to see the Find match option.
- Select Find match.
- In the Show field, choose Open Invoices.
- Tick the appropriate invoices you want to apply to your check.
- Hit Save.
Option 2: Just in case you've already manually recorded a payment using the Receive Payment feature for those invoices, you can still allocate the payment you made in the bank feed.
Here's how to do it:
- Follow the instructions from 1 to 3 above.
- In the Show field, choose Receive Payment.
- Set the date correctly. Use the date when you manually create a payment in your books.
- Tick the payment. By doing this, all linked invoices will be matched to the check.
Additionally, when organizing your online banking activities, you can establish a bank rule to allocate the funds to the appropriate account. You can quickly add a rule for transactions in the For review tab. Simply pick a transaction, then click on the Create a rule link to open the Rule Window and begin establishing conditions for the rule.
I've collected a few articles that helps you review and reconcile your accounts in QuickBooks:
Be sure to post again if you have more concerns about connecting accounts and handling transactions. I'll be around to back you up.