Why am I no longer able to match a downloaded partial payment to an open invoice. In banking, select the transaction and select "Find Match" no open invoices appear.

I can help you with recording invoice payments and matching them to your downloaded transaction, @dijhess.t

First, try to record the partial payment that you've received. Once done, you can now match the downloaded transaction to the invoice payment.

To record partial payment for an invoice:

1. Go to the + New button and choose Receive payment.
2. Set the Customer, Payment method, Deposit to, Amount received field, and all the information needed. 
3. In the Outstanding Transactions section, select the checkbox for the invoice you're recording the payment for.
4. Click on Save and close once you're done. 

Refer to this article for more information on how to receive and record invoice payments: Record invoice payments in QuickBooks Online. 

From here, you can now match the payment to the downloaded bank transaction. Check out this article to find out why there are transactions that don’t have a match: Categorize and match online bank transactions in QuickBooks Online.

You can run a Customer Balance Summary report to see the remaining balance for the customer. Here's how to generate and customize this report:  Run reports in QuickBooks Online.

If you need further assistance recording invoice payments and matching them, let me know by leaving a reply below. I'm always here to help. Stay safe, and have a wonderful day!

The method explained takes longer than the previous way we were able to perform the match.  Previously if there was a partial payment, we were able to select Find Match right from the banking screen, type in the persons name and apply the partial payment.  However, over the last week or so, we can no longer match a partial payment in that fashion.  For example.  Invoice open for $200.  The person pays $100 to be applied against the open invoice.  when selecting FIND MATCH no invoices appear unless the amount paid equals the invoice amount.  QB will not bring up the $200 open invoice to allow us to apply the partial payment.  For years, we were able to apply a payment that way.  It is an extra step to go out to NEW, RECEIVE PAYMENT, then go back to the banking screen to match.  

Is there a new setting or something that would allow a partial payment via the Banking screen? 

I appreciate you getting back to us and sharing additional information about your concern, @dijhess.

Let me share additional information about matching partial payments in QuickBooks Online (QBO).

You won't be able to match partial payments in QuickBooks. You'll need to enter the partial payment on your client's transaction and exclude the payment from the bank feed. Here's how to exclude transactions from the bank feed:

1. Click Banking from the left panel.
2. Select the appropriate bank account.
3. Check the box beside the transactions you want to exclude.
4. Click the Batch actions drop-down and choose Exclude Selected.

Once done, you can now manually clear or reconcile the said entry from your register. Here's how:

1. Go to the Gear icon, then choose Chart of Accounts.
2. Locate the account of the transaction.
3. Select View Register from the Action column.
4. Identify the transaction to clear.
5. Under the reconcile status column, select C for Cleared. You can also manually reconcile by selecting R or you can leave it blank if they aren't cleared or reconciled.
6. Select Save.

Lastly, I'd recommend checking this reference that can help you reconcile your accounts smoothly in QuickBooks Online: Learn the reconcile workflow in QuickBooks.

Please don't hesitate to reach out to me here should you have any further questions, I want to make sure you're taken care of. Thanks for coming to the Community.

We were able to apply partial payment via the banking up to approximately 1 week ago.  What changed? 

Hello, dijhess.

I understand your desire to use the banking page to match a portion of your customers payment. I'll outline the procedures for matching the partial payments.

There aren't any changes right now. Directly matching it isn't possible. You're able to match it previously may be because you had already recorded the partial payment through Receive payment

I recommend recording the partial payment first to ensure that the transaction is visible in the Find match option. I'll show you how.

1. Click the + New icon.
2. Select Receive payments.
3. Choose the right customer from the Customer dropdown.
4. Fill out all fields, including Payment method, Deposit to, and Amount received.
5. In the Outstanding Transactions section, checkmark the box for the invoice you're recording the partial payment.
6. Once done, hit Save and close.

After that, you can match the partial payment by going to the For review tab on the Banking page.

For a comprehensive guide, see the articles below:

• Record invoice payments in QuickBooks Online
• Categorize and match online bank transactions in QuickBooks Online

To help you make sure your bank statement and QuickBooks balance match up for future use, I've added the following resource: Reconcile an account in QuickBooks Online.

You're welcome to post again if you have further questions. We're always available to help you.

I get how you want me to do it now. However, something did change.  For 2+ years we've been doing it the same way with multiple companies.  

Invoice previously Created for  $200

Person pays partial payment of $100 via PayPal

When it is downloaded into banking previously (no more than 1 week ago) we were able to highlight the transaction, 

select find match

If invoice not there, select Find Other matches

Enter the person name in the search

The $200 invoice would appear, and allow us to match/apply $100 to it.  The amount would go to Undeposited funds. 

It would then appear under NEW | Bank deposit for the book keeper selected as bank deposit.

Save would then enter it into the paypal account.  

Thank you for getting back to us and sharing those details, dijhess. Let me add some information about matching transaction in QuickBooks Online.

There are several reasons why transactions doesn't appear when attempting to Find Match in QuickBooks Online. Here are some examples:

• The transactions entered in QBO doesn't simply match the number, amount, date or payee of your downloaded bank deposits.
• The transaction/s you want to match have been reconciled.
• The transaction entered in QBO has already been matched to another downloaded transaction.
• The transactions was downloaded twice. If these transactions have already been added to QBO and have a lightning bolt in the CLR column, it will not be matched again.

If you've confirmed everything and still see no transactions when you find a match, I recommend contacting our Support Team so they may look into it and, if necessary, create an investigation ticket.

Here's how:

1. Go to Help (?).
2. Select the Search tab, then Contact Us.
3. Provide a brief description of your concern, and hit Let's talk.
4. Choose a way to connect:

• Start a chat with a live support.
• Get a callback from the next available support.

Once you've successfully matched your transactions in QuickBooks, you can use this article as a future reference: Reconcile an account in QuickBooks Online. It contains step-by-step instructions for reconciling your accounts so they are always accurate.

If you need further assistance or have follow-up questions, let me know by leaving a comment below. Enjoy the rest of your day!

Thanks for your questions on this.  I am having the same issues and the work arounds seem clumsy. Do you have any advice on the best way to deal with this.

Thanks Chris

Same here.   Only with Paypal.   And, only with Partial payments just as previously mentioned.   This started in Oct 2022.   Any updates?  

Hello there, @kathydirkschneider.

I'll help you match the Paypal partial payments with the downloaded transactions.

The reason that you can't match them is there can be a processing fee that makes the amount different. Follow the steps below to resolve the difference.

1. Go to the Banking menu and select For review. 
2. Find the PayPal transactions, and select the Find match button to open the Match transactions window.
3. Click the Resolve Difference button and enter the processing fee details. 
4. Hit Save. 

You can then match the transactions.

Also, for future reference, you can read this article to guide you in reconciling your account: Reconcile an account in QuickBooks Online.

Feel free to click the Reply button below if you have questions about matching transactions. I'm always here to help. Have a great day.

There were not any paypal fees.   

Hi there, kathydirkschneider.

I appreciate you for coming back to the thread and clarifying your concern about matching partial payments with those already entered in QuickBooks Online. I'll share more details about this and route you to the support team to assist you further.

Please know that the issue of being unable to find matches for existing transactions is currently being investigated. Our product engineers are now working to fix the said problem as soon as possible. 

For now, I suggest contacting our QuickBooks Online Support Team so they can add you to our notification list. This will help our engineers determine the number of affected users. You'll also receive updates through email once the issue is resolved.

Here's how:

1. Open your QuickBooks Account.
2. At the top right, click the Help icon.
3. Choose the Assistant section.
4. Type your concern in the Type something field.
5. Click Talk to a human.
6. Click I still need a human.
7. Click the Get help from a human.
8. You'll be routed into the How can we help? page. Then, select how you want to contact them and fill in the information.

Lastly, I'm adding this article if you need help on how to reconcile your account to avoid any discrepancies: Reconcile an account in QuickBooks Online.

If you have any other follow-up questions about matching transactions in QBO, let me know by commenting below. I'm always around to help, kathydirkschneider. Have a great day!