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Level 1

How do I match a receipt to Sales Invoice?

I accidentally had a receipt add on account instead of matching... how do I change that match and clear the Sales Invoice?
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Moderator

How do I match a receipt to Sales Invoice?

Hello @jk-alam,

 

You can undo the online transactions accidentally added via the Banking function.

  1. Go to Banking.
  2. Under Bank and Credit Cards, select your bank account.
  3. Select Reviewed.
  4. Find your online transaction accidentally added.
  5. Click Undo.

From here, your transaction will go back under the For Review tab so you can match them with your existing records instead.

 

I'm adding a few references here for ideas in categorizing your transactions after utilizing the Undo function.

 

Reach out to me if you have any other questions. Thanks!

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