Matching Invoice Payments from Multiple Invoices on 1 Deposit

Let me provide you information about matching multiple invoice payments to a deposit, remogul320.

You can use the receive payments option to record invoice payments. You'll have to make sure that you've selected the correct invoice so you can receive the amount. Also, ensure that the account to be deposited to when receiving the payment is undeposited funds.

Once done, go to the bank deposit and check the payments. Here's how:

1. Click the + New. 
2. Select Bank Deposit.
3. Check the payments.

Then, make sure to select the correct bank account you deposited to and ensure that amount in QuickBooks matches the actual deposit.

Once the amount is downloaded, it will just match the bank deposit to the one in QuickBooks. Please read this article for your guide: Categorize And Match Online Bank Transactions In QuickBooks Online.

For future reference, you can run reports to see the information you need.

If there's anything you need help about matching, let us know so we can further assist you. Have a great day!

Hi Maria thank you for your reply, it doesn't to seem solve the problem. As you can see from the Report Attached, the payment for $1,655.44 is from Invoice #1127, so the Report knows to automatically include it when the Invoice is Paid...however when I go to 'Match' the Record in the Banking Tab, it appears again as an additional payment since there were multiple invoices paid on 1 deposit and it does not Recognize the Match as if it was a Deposit from a Single Invoice. 

Here are links to the screen shots: 

Hi there, @remogul320.

If you still aren't able to match the transaction, I suggest excluding it. This way, it will not appear as an additional payment. I'll show you how: 

1. At the left panel, choose Banking and then select the Banking tab.
2. Choose the transaction you want to exclude, then click Undo under the ACTION column.
3. Go to the For Review tab. 
4. Select the transaction you want to exclude.
5. Click on Batch actions drop-down and select Exclude Selected.

I've added these articles that can guide you in matching transactions in QuickBooks Online. 

• How to add and match downloaded banking transactions
• How to add or edit transactions in a register (or account history)

Feel free to add a comment below if you have any other questions about excluding accepted transactions in QuickBooks Online. I'm always here to help you. Keep safe.