Welcome and thanks for visiting the Community, @electricalsoluti.
Since the customer paid the invoice online, it may have a merchant fee causing it not to match with what you've recorded in QuickBooks Online (QBO). If this is the case, you have two options on how to handle merchant fees.
First is you can use the Resolve Difference option. This helps match your transaction through its difference until it will be equal to zero. Here's how:
The second option is to create a bank deposit for the merchant fee less than the amount of the invoice or sales receipt. This way, you can match this transaction to the downloaded bank transaction. For further guidance with the process, I suggest checking out this article and proceed to the What about recording Bank Fees? section: How to Record Bank Deposits in QuickBooks Online.
For more information about managing bank transactions in QBO, please refer to this article: Categorize and match online bank transactions in QuickBooks Online.
Leave a comment below if you have any other questions or concerns. I'm always here to answer them. Have a good one!
like when I charge 135 for a service call
a lot of people pay me 135 for a service call. I get an email. but in Quickbooks transactions, it does not match it to the one who paid in QB. this seems like I am missing something or QB is. how does it not know who paid the 135 if QB took the payment...
Thanks for getting back to this thread, @electricalsoluti.
Allow me to provide you more information on how you can match your downloaded transactions in QuickBooks Online (QBO).
Since your customers pay you online, you can sign to the merchant account and check the transaction ID in the Activity & Reports menu. This way, you can check the name of the cardholder and categorize them to the ones you've entered in QuickBooks.
Let me show you how:
Once done, you can now categorize your downloaded banking transactions and match them to the ones you've entered in QuickBooks. Here's how:
In addition, you can run a quick report on your bank accounts in QBO. This way, you can check the transactions that were already cleared and the deposits that are linked to your account. Just go to the Accounting menu and select Chart of Accounts. Then, search for the account and choose Run report under the Action drop-down list.
The Community always has your back, so please let me know if you have other questions or concerns.
Thank you for joining the thread. You aren't able to set a default account or category for the resolving transaction. Though, you'll need to select the category account manually.
For more information on creating an accounts, check out these articles:
Let me know if you have any other questions. We're always here to lend a helping hand. Take care and stay safe!