Hi there, info-hoekkraaltj.
Can you please provide us what are the instructions or steps you've already performed? I'd appreciate any further details so I can share an accurate solution.
Once you uploaded your transactions in QuickBooks, the system automatically shows a match to any record you’ve already entered in QuickBooks. Including, matching the deposit/payments to an open invoice of the customer. That being said, you can click the match button so this invoice payment will link to the customer's invoice.
Here's how:
- Click the Banking menu at the left panel. Then, the Banking section.
- Go to the For Review tab. Then, choose the entry that shows Match and review the Records found.
- Select the link next to each record to get more details.
- Review the Deposit to field on the forms. Your transaction in QuickBooks is already in the account listed.
- When you’re done, click Match.
Once the system doesn't show a match to an invoice payments, I suggest using the Find Match option to display all the possible matched transactions. To do that, follow the steps below:
- Go to Banking and select the Banking tab.
- Click Find other records button.
- In the Match Transactions window, put a checkmark on the transactions that should match the downloaded transaction.
- If the transaction you want to match is outside the date range displayed, update it. Select the date field to manually change the From and To dates.
- Select Save if the total amount of both transactions is the same.
- Hit Save.
For additional information on how you can review bank and credit card transactions after you download them into QuickBooks, you can click this article: Categorise and match online bank transactions in QuickBooks Online.
Please check this article to see steps on how to apply for the deposit entry as an invoice payment: How to link a deposit to an invoice.
Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.
