Matching Invoice paid via CC to automatic bank deposit

Thank you for posting in the Community, @chayanoelle.

I'd like to provide some insights about matching transactions in QuickBooks Online.

When matching invoice payments, I recommend checking the account's bank rule. Make sure the Automatically add to register option is turned off. If the transactions show, you can manually use Find match to locate the invoice or invoice payment.

QuickBooks got a match between the downloaded transaction and the one you previously input. This links them together, avoiding duplicates. All you have to do now is double-check the match:

1. Go to the Banking menu.
2. Locate the transaction you'd like to work on from the For review tab, then click on it.
3. Click on Find match.
4. Under Matching records found, select the right transaction to match.
5. Once done, click on Match.

I'm also adding these helpful guides to learn more about keeping track and handling transactions in QBO:

• Run reports in QuickBooks Online
• Categorize and match online bank transactions in QuickBooks Online

Feel free to leave a reply below if you need anything else about banking. You can also add questions regarding QuickBooks in general. I'm always ready to help. Stay safe!

Thanks so much for replying to my question!

I unlinked the deposit from my banking transactions and I went in to find the match to match it to the invoice, but the invoice isn't showing and I assume it's because it's already "paid" from the credit card payment. I have never linked a transaction to an already paid invoice before. How do I do that? I have made sure the dates are accurate in matching, I have clicked show all, and I have typed in the corresponding invoice #. I have matched a lot of things so I know how to do it. Just not when the invoice is already paid.

I am interested in the same 2nd question this person asked.

Thanks for joining this thread, DTRX-003.

I'm happy to provide some additional info so you're able to match a deposit to an already paid invoice in QuickBooks Online.

In this instance, I recommend:

1. Assign the invoice payment to the Undeposited Funds register.
2. Create a deposit using the undeposited funds.
3. Match the deposit that came from the bank with the deposit made in QBO (from step 2).

The following articles provide additional info about:

• The Undeposited Funds Account
• Linking a bank deposit to an invoice in QuickBooks Online

I'd also like to mention a new service from Intuit called QuickBooks Live Expert Assisted. This program allows you to interact with agents who can help with more in depth accounting questions.

Please feel free to drop a comment below if you think of anything else you may need. They Community always has your back.