cancel
Showing results for 
Search instead for 
Did you mean: 
dylanterrydesign
Level 1

Hi, I am frustrated that when people pay directly from our invoices with quickbooks payments it doesn't automatically match to the invoice under transactions "for review"

 
1 Comment
MariaSoledadG
QuickBooks Team

Hi, I am frustrated that when people pay directly from our invoices with quickbooks payments it doesn't automatically match to the invoice under transactions "for review"

Hi dylanterrydesign,

 

Currently, you'll have to manually match your downloaded transactions with your invoices. I'll pass this along to our product team to let them know of your business needs.

  

Here's an article for more information: Match and Categorize Bank Transactions in QuickBooks Online.

 

On the other hand, you'll want to use bank rules to automatically categorize your bank transactions: How to Set and Use Banking Rules for Downloaded transactions. However, this automatic matching of transactions depends on the bank rule's set up.

 

Please get back to me if you need further assistance. I'll just be one post away if you need more help.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us