Using the connect to paypal app, how do I match a deposit to a customer invoice? It's only coming up with one invoice option to match my deposit to, but not te right one?

Hi there, Laura.

I am here to provide comprehensive support and guide you through the process of matching your deposit to a customer's invoice.

You can use the "Find Match" option to see if the correct invoice appears. If the invoice does not show up, it may be because it has already been paid. I suggest matching your deposit from the PayPal app to the payment.

As an alternative, you can link your deposit to an invoice to keep your record accurate and helps avoid errors when it's time to reconcile your accounts.

Prior to linking your deposit to an invoice, make sure you have the invoice from the customer.

To edit a deposit entry in your bank register, follow these steps:

1. Navigate to Settings, and then select Chart of Accounts.

2. Locate the account where the payment was deposited and click on View Register.

3. Find and select the correct deposit. Then, click on Edit.

4. In the Add Funds to this deposit section, identify the deposit you wish to edit.

5. From the Received From dropdown menu, select the customer from whom the deposit originated.

6. From the Account dropdown menu, select Accounts Receivable.

7. Finally, click on Save and Close.

To apply the deposit entry as an invoice payment, follow these steps:

1. Update the deposit and then apply it as a credit to the invoice.

2. Click on + New.

3. Select Receive Payment.

4. From the Customer dropdown menu, choose the customer's name. This will display all unpaid and outstanding credits for that customer.

5. In the Payment Date field, enter the date you received the payment.

6. In the Outstanding Transactions section, select the invoice you want to mark as paid.

7. In the Credits section, select the deposit you are applying.

8. Click Save to complete the process.

Check this article on how to match online bank transactions in QuickBooks Online.

For future assistance check this article to guide you on how to categorize your bank transactions: Categorize online bank transactions in QuickBooks Online.

If you need any further assistance with matching your transactions, please let me know.

Hi Jevee

Thanks for your reply. The find match function doesn't appear to be working. The invoice I am trying to match a deposit to is not appearing on the list, even though it is still outstanding. I noticed that today I was able to match another one successfully as the invoice appeared today but wasn't showing yesterday. Is it due to some sort of timing issue when using the connect to paypal app, is there a delay on these things updating? It's odd because the 2 invoices in question i added at the same time, so it doesn't make sense why I could do one and not the other. 

Can i please check you know I am using the connect to paypal app, which I believe is slightly different to a normal bank account feed. 

Thanks, Laura 

I appreciate your prompt response, Laura. I'll connect you to the appropriate support to determine why your invoice isn't visible.

Let's start by logging in to the incognito window and check if this is a browser-related problem. Once logged on and still encountering the same error, I recommend using another browser as an alternative. To save you time, you can use the following keyboard shortcuts:

• Mozilla Firefox: CTRL + Shift + P
• Microsoft Edge and Google Chrome: CTRL + Shift + N
• Safari: Command + Shift + N

However, if the issue persists, I suggest contacting our Customer Support team so they can investigate it through screen sharing and provide you with the best solution for your needs. 

Here's how: 

1. Sign in to your QuickBooks Online (QBO) account.
2. Select (?) Help.
   
   
   
3. Use the Search field to enter your inquiry and search for Help articles, or:

• Select Contact Us, then select a topic to connect with the right expert.

Check this article for detailed information about support hours and contact numbers: QBO Support. 

Moreover, you can check these articles and learn how to reconcile and run basic reports to ensure accuracy in your account:

• Reconcile an account in QuickBooks Online
• Run a report in QuickBooks Online

I'm always available in the thread if you have additional questions about matching your transactions in QBO. Have a good one.