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elizabeth5
Level 1

Can I apply a duplicate payment (1 by transfer, 1 by card) to a future invoice that will be generated later- same amount? Bank has both deposits; can match only 1 in QBO.

 
6 Comments 6
JonpriL
Moderator

Can I apply a duplicate payment (1 by transfer, 1 by card) to a future invoice that will be generated later- same amount? Bank has both deposits; can match only 1 in QBO.

Hi there, elizabeth5!

 

I'm delighted to inform you that you can apply your duplicate customer payments to future invoices.

 

Just to clarify, are you referring to your Online Banking page when you say, "Bank has both deposits; can match only 1 in QBO"? If so, you can use the Find Match function once your invoices are created.

 

Here's how:

  1. Click Banking on the left panel.
  2. Select the bank account that is connected online.
  3. Locate the bank transaction, then click it to expand.
  4. Click Find match.
  5. Select All from the Show drop-down menu.
  6. Set the From and To dates.
  7. Manually select the invoice to be matched with a downloaded payment.
  8. Click Save.

Once done, the selected invoices will be automatically marked as Paid.

 

Feel free to read this article to learn more about this function: How to Add and Match Downloaded Banking Transactions?

 

Please leave a comment below if you any other concerns, or if you're referring to something else. We'll be delighted to help you.

elizabeth5
Level 1

Can I apply a duplicate payment (1 by transfer, 1 by card) to a future invoice that will be generated later- same amount? Bank has both deposits; can match only 1 in QBO.

Hi! To clarify, no "bank" in "Bank has both deposits; can match only 1 in QBO"  refers to my bank which has records of both a credit card payment and a bank transfer payment (one they describe as "INTUIT PYMT SOLN DEPOSIT" and the other as "CED PMD PAYMENT"). Only one of those, the bank transfer ECHECK (with a Transaction ID), has a corresponding entry in QBO that can be matched because that one pledge was paid twice. Rather than refund the duplicate payment, we would like to apply it to an upcoming pledge for that donor that is for the same amount. Can this be done, and if so, which payment should be applied to the new pledge and which one matched to the original pledge? Thanks for your help!

 

elizabeth5
Level 1

Can I apply a duplicate payment (1 by transfer, 1 by card) to a future invoice that will be generated later- same amount? Bank has both deposits; can match only 1 in QBO.

In my last question concerning which payment to apply to which pledge, I'm referring to the "INTUIT PYMT SOLN" and "CED PMD PAYMENT" -  I don't know which is for the transfer and which is for the card payment.

BettyJaneB
QuickBooks Team

Can I apply a duplicate payment (1 by transfer, 1 by card) to a future invoice that will be generated later- same amount? Bank has both deposits; can match only 1 in QBO.

Hi there, @elizabeth5.

 

Thanks for reaching back out to us. Allow me to provide additional information about this duplicate payment concern. 

 

You'll need to create a credit from the duplicate payments so you can apply it to the next invoice.

 

To do that:

  1. Find and open the invoice you want to apply the credit to.
  2. Select Receive payment.
  3. Under Outstanding Transactions, select all invoices that you want to apply the credit to.
  4. Scroll down, then select the credit that you want to apply on the invoice(s).
  5. Select Save and close.

To apply the credit to an invoice, you'll need to turn on this in your settings.

 

Here's how:

  1. Select the Gear icon at the top, then Account and Settings.
  2. Select Advanced.
  3. Select the Pencil icon in the Automation section.
  4. Check the box before Automatically apply credits.
  5. Select Save, then Done.

To learn more about this process, please check out these articles: 

These amount of information should guide you to the right track, @elizabeth5.

 

Keep me posted if I can be of additional assistance. I'm always ready to help. Have a fantastic day!

elizabeth5
Level 1

Can I apply a duplicate payment (1 by transfer, 1 by card) to a future invoice that will be generated later- same amount? Bank has both deposits; can match only 1 in QBO.

Thank you for this suggestion, BettyJaneB. Applying credits was already activated but I was not able to find a credit under Outstanding Transactions on the newly generated pledge's Receive Payment window. The duplicate payment was, however, in the banking window's "For review" list (after undoing it from being excluded) and I was able to use the Find Match function as described by Jonpril_L. Both payments are now matched to separate invoices and I don't see any additional activity, either in QB online banking or at my bank, so I believe this has been resolved. I'm still not clear, though, on whether the description "INTUIT PYMT SOLN" is for a bank transfer/Echeck or for credit card payments, or whether it matters in this situation when I had to select one of the two payments (made by different payment methods) to apply to the first pledge. I appreciate everyone's help. 

AldrinS
QuickBooks Team

Can I apply a duplicate payment (1 by transfer, 1 by card) to a future invoice that will be generated later- same amount? Bank has both deposits; can match only 1 in QBO.

Hi there, elizabeth5.

 

Thank you for getting back to us and sharing the result of the awesome solution provided by my colleagues, BettyJaneB and Jonpril_L. I'd love to join the discussion and share some further insight on this matter.

 

I reviewed the conversation you had in this thread and you're on the right track. I also believe that matching the duplicate payment to your invoices resolved your initial concern.

 

Let's move on to your question about the description, "INTUIT PYMT SOLUTION." Rest assured, this won't have any effect on this situation. It's just a general description for any type of payments (bank transfer or credit card payment) that was processed through QuickBooks Payments.

 

I'd like to check your Merchant Account and help you determine the exact payment method of these transactions. However, the resources necessary to accomplish this is under our Merchant Services Team, so I highly recommend reaching out to them.

 

Please feel free to reach back out to me here in the Community, I'm always available for all of your QuickBooks needs. Thanks for bringing us your questions, wishing you and your business all the best!

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