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catherine3
Level 2

How can I match an invoice with a payment when the payment has already been added (from bank to chart of accounts)? If I do "received payment" it adds a new transaction.

 
Solved
Best answer September 09, 2024

Best Answers
ZackE
Moderator

How can I match an invoice with a payment when the payment has already been added (from bank to chart of accounts)? If I do "received payment" it adds a new transaction.

Thanks for reaching out to the Community, catherine3. I appreciate your detailed information.

 

Occasionally, you may match the wrong transactions or categorize them into an incorrect account. You'll be able to make changes after your review, in case anything needs to be corrected.

 

Here's how to unmatch a downloaded transaction:
 

  1. In the left navigation bar, go to Transactions, then Bank transactions.
  2. Find an account you're working with and access it by clicking its tile.
  3. Open your Categorized tab.
  4. Locate the transaction you want to unmatch.
  5. Click your blue transaction link in the Added or Matched column to see your matched transaction.

    This image shows the added or matched column in the Reviewed tab in the Banking menu.
     
  6. Select Undo from the Action column.

 

After unmatching transactions, they can be matched again with different records.

 

I've also included a detailed resource about working with bank transactions which may come in handy moving forward: Unmatch downloaded bank transactions or move them to another account

 

If there's any additional questions, I'm just a post away. Have a great Monday!

View solution in original post

3 Comments 3
ZackE
Moderator

How can I match an invoice with a payment when the payment has already been added (from bank to chart of accounts)? If I do "received payment" it adds a new transaction.

Thanks for reaching out to the Community, catherine3. I appreciate your detailed information.

 

Occasionally, you may match the wrong transactions or categorize them into an incorrect account. You'll be able to make changes after your review, in case anything needs to be corrected.

 

Here's how to unmatch a downloaded transaction:
 

  1. In the left navigation bar, go to Transactions, then Bank transactions.
  2. Find an account you're working with and access it by clicking its tile.
  3. Open your Categorized tab.
  4. Locate the transaction you want to unmatch.
  5. Click your blue transaction link in the Added or Matched column to see your matched transaction.

    This image shows the added or matched column in the Reviewed tab in the Banking menu.
     
  6. Select Undo from the Action column.

 

After unmatching transactions, they can be matched again with different records.

 

I've also included a detailed resource about working with bank transactions which may come in handy moving forward: Unmatch downloaded bank transactions or move them to another account

 

If there's any additional questions, I'm just a post away. Have a great Monday!

catherine3
Level 2

How can I match an invoice with a payment when the payment has already been added (from bank to chart of accounts)? If I do "received payment" it adds a new transaction.

Hi ZackE, 

 

Thank you for the quick reply. That did the trick!

 

Thank you!

Catherine

earllanm
QuickBooks Team

How can I match an invoice with a payment when the payment has already been added (from bank to chart of accounts)? If I do "received payment" it adds a new transaction.

Hello there, catherine3.

 

On behalf of my colleague, ZackE, you're welcome.

 

The QuickBooks Community will always be around to lend you a hand any time you need guidance. Please be assured that we are committed to delivering the best customer service to you. 

 

If you have any other questions about matching transaction in QuickBooks Online, please let me know. I will get back to you as soon as possible. Have a great day!

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