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We are not able to link quickbook payments to deposit transactions in bank. When we go to the invoice its says paid, however when the exact transaction comes up under our bank account for categorization we cannot link the transaction to the quickbooks payment as the invoice has already been completed.
I'm here to point you on the right path, @Chaps.
I appreciate the screenshot and details you've shared.
When invoices are paid in QuickBooks Online, you can look for the payment to match it with the bank deposit transaction. This way, it won't double the entries in the bank register.
Since the invoice is already paid, you'll want to click the Find Match option to link the invoice payment to the bank deposit transaction. Also, make sure that you selected the correct bank account or Undeposited Funds from the Deposit to field.
Let me show you how find a match manually:
I'm adding this article as your reference about matching transactions: Categorize and match online bank transactions in QuickBooks Online. It covers how to view and review multiple matches, work with partially matched transactions, and exclude entries.
Let me know if you have other banking feeds concerns. I'm always here to help you more. Stay safe and well.
Let's figure out why you're unable to match the deposit to the existing QuickBooks Payment transaction in QuickBooks Online (QBO), @Chaps.
There are situations where some of the bank transactions are unable to find their match in QBO. In your case, it's possible that the bank account on the payment may not be the same as the bank deposit.
To correct this, ensure you've deposited the payment in the appropriate bank or the Undeposited Funds (UF). The UF keeps their record in QBO until you physically deposit them at your real-life bank.
Here's how:
Once done, match the transactions again.
Moving forward, you'll also want to review the account you've set up to record your QuickBooks Payments transactions to see if they match with what's in the bank deposit. To do that:
Furthermore, we recommend reconciling your accounts once a month to confirm that the transactions you entered in QBO match those on your bank statement.
Stay in touch whenever you need further help matching transactions in QBO. We're always available to continue assisting you. Take care and have a good one!
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