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userkatietuler
Level 1

How do I match a bank transaction to a recurring invoice? When I select "match," the invoice does not show up.

Also, how do I match multiple invoices to a single payment/bank transaction?
1 Comment 1
Joesem M
Moderator

How do I match a bank transaction to a recurring invoice? When I select "match," the invoice does not show up.

Hello there, @userkatietuler.

 

Let me provide some details and help you get your invoices matched in QuickBooks Online.

 

Before matching your transactions in QuickBooks, let's check the following factors that could prevent from seeing the invoice from the list. Once checked, you can now make any changes:

 

  • Verify that the transaction has not been reconciled.
  • Verify the transaction was entered using the same bank account.
  • Make sure the Quickbooks Online transaction has not been previously matched to another bank downloaded transaction.
  • If it is a deposit or payment received, make sure it is not on the Bank Deposit page (undeposited).

 

Once everything works fine, let's go to the For Review tab so you can match the transactions. This can also work in matching multiple invoices to a single payment. I'll guide you how:

 

  1. Go to Banking from the left menu. 
  2. Select For Review
  3. Review the Record found
  4. Select the link beside the date to get more details.
  5. If the match is correct, click Match.
  6. You can click Find other records if the match isn't correct. 

 

For information on this, please see the following article: How To Add And Match Downloaded Banking Transactions

 

Also, make sure that the date range from the Match transactions or For Review is set to All Dates and All Transactions. This way, you can see all the transactions that need to match.

 

To ensure your account in QBO matches your bank statement. It's a great idea to reconcile your account monthly. To learn more about this process, visit this article: Reconciling An Account.

 

Let me know if you have additional questions about matching transactions. I'd be happy to help. Have a nice day!

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