How do you match a credit card payment to the specific transactions that make up the specific credit card statement?

Hi Brittney!

Welcome to the QuickBooks Community! I'll guide you with your credit card payment.

If you've recorded the payment in QuickBooks, simply match your downloaded transaction to it. If not yet, just categorize and accept it so it reflects in your credit card register. It will be posted on the PAYMENT side.

There are various ways to record a credit card payment. You'll find the options and the detailed steps in this article: Record a credit card payment. You can also check about reconciling an account for your additional reference.

If you need further support, please let me know. I'll be happy to help you again. Have a good day!

Is there a way to match the specific transactions that make up the credit card payment with the payment?

Hi there, @brittney-wong. 

Thanks for following up with us. 

At this time, matching multiple bank transactions to one deposit in QuickBooks isn't available. However, I do have a workaround you can use instead. Before I cover the steps of the workaround, please ensure to run this by your accountant first, as your accountant will know the best way of recording the entries for your business. If you don't have an accountant, you can find one here in our Resource Center. 

One way of making multiple transactions match to one deposit would be to deposit the credit card payment as you normally would. Then, you can go to the individual transactions and create payments to show it's been paid. Please know that when recording your payments for multiple invoices, you'd want to temporarily deposit it to Undeposited Funds. This way, you can batch deposit all the payments that were paid together.  Let me walk you through the steps below. 

1. Receive your Invoice Payments. 
2. Be sure to save the payments to the Undeposited Funds account. 
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3. Repeat the same process to all of the invoices that were paid together.

Now that you've recorded your invoice payments, let's record the deposit.

1. Go to the New (+) icon.
2. Choose Bank Deposit.
3. Pick the bank account where the actual payments are posted.
4. From the Select the payments included in this deposit section, mark all the invoice payments that you want to deposit together.
5. Click the Save and Close button.
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Now here's the great catch of it all. Once you've saved your deposit, QuickBooks can now match to the downloaded original deposit. Just make sure to click on the Match link to complete the process. 

Please let me know if you have any questions or concerns. I will be here every step of the way. Take care and enjoy the rest of your day!