I'm here to show you how to handle the deposit transaction, lizelle-cjctax-c.
It's quick and easy to apply one deposit transaction to multiple invoices. Let me show you how:
- Go to Banking and click the deposit transaction.
- Click the Find math option and filter the dates to show all the outstanding transactions.
- Select the open invoices that you want the deposit to apply to.
- Scroll down and click the Resolve button.
- From the Add resolving transactions section, you can categorise the remaining amount.
- Tap Save.
This is how it looks like:
You can check these links for more details:
- Categorise and match online bank transactions in QuickBooks Online
- Setup bank rules to categorise online banking transactions in QuickBooks Online
I'll be here if you need more help. Stay safe and healthy!