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odbeulah-gmail-c
Level 1

When client pays invoice, the bank statement does not prompt you to match the payment to client's account?

The payment is recorded as "revenue income" and not as a payment made that needs to be matched to a client. I want all payments to require me to "match" them to specific invoices of the client paying?
1 Comment 1
Kurt_M
QuickBooks Team

When client pays invoice, the bank statement does not prompt you to match the payment to client's account?

It's a pleasure to have you in the Community space, Od. We'll provide helpful details about recording invoice payments inside QuickBooks Online (QBO).

 

Know that bank statements will not prompt you if there are payments that you need to match every time your customers pay for their invoices. Whenever you download new transactions from the bank feeds, QuickBooks automatically matches the downloaded transaction to an existing invoice inside the company file.

 

If the system doesn't find something, you can manually match it by clicking the transaction and selecting Find other matches. For more details, please see this page: Match online bank transactions in QuickBooks Online.

 

Furthermore, we recommend checking this handy article to help you create personalised sales forms inside QBO: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

If you require assistance managing invoices or transactions within QuickBooks, our team is fully prepared to address your queries. We encourage you to visit the Community space so we can respond right away. Stay safe.