How do I match an invoice with a separate credit when categorizing charges from my bank feed in QBO?

Good evening, @TTVBookkeeper. 

It's great to see you back in the Community. Let me provide you with some details on matching and categorizing transactions. 

It only takes a few easy steps to match transactions within QuickBooks Online. Here's how: 

1. Find a downloaded transaction with the Match option in the Action column.
2. Note the Date, Description, Payee, and amount spent or received.
3. Choose the downloaded transaction to expand the view.
4. Review the Matching records found in QuickBooks. This is the possible matching transaction you already entered in QuickBooks.
5. Click the link next to each match to get more details.
6. 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.
7. If this is the correct match, close the open transaction.
8. Pick Match.

It's that easy! 

Don't hesitate to come back if you have any other questions or concerns. It's my priority that you're able to match these transactions. Have a great day! 

The problem is that the invoice doesn't match because the invoice amount had a credit applied.  When I click on the amount paid and try to find a match, only bills are shown, no credits.  How do I find the credits?

I'll guide you in handling that invoice, TTVBookkeeper.

Since the amounts are different the downloaded transaction can't be matched to the invoice. Moreover, the applied credit won't directly show on the Banking page. In this case, you'll have to exclude the downloaded transaction and then manually clear the invoice in your bank register. Here's how:

1. Go to the Accounting menu.
2. Select Chart of accounts
3. Find the account holding the transaction, then select View register.
4. Locate the invoice and credit, then select it to expand the view.
5. In the checkmark column, keep clicking the box until you see the letter C.
6. Click Save, then close the account register.

I'm also adding these articles to help review your downloaded bank and credit card transactions and put them in the correct accounts.

• Categorize and match online bank transactions
• Reconcile an account

Reach out to me again if you need more help in categorizing your other bank transactions. Have a good one.