Level 1

I use projects but find when matching payments to invoices it only shows the project title in payee and no customers details. This is really hard. Help?

 
Moderator

Manage customers and income

Hi aspire.bs,

 

If you have multiple payments of the same amount, but have multiple customers with the same Project name, you can click on the payment transaction in the Banking screen and select through the Record found section to find the correct customer. Otherwise, it is best to take a note of the invoice's Reference number and use that as a guide to match to the correct invoice.

 

Bonny

Level 1

Manage customers and income

Thanks Bonny,

 

The problem is that often we will get customers pay 10 bills in one payment without a remittance. All we see is their name. So I then have to leave the banking screen, go to the invoicing screen, see what invoice numbers are open for that customer, go back to the banking screen to try and try and match. Its very frustrating and time consuming. I was hoping that QuickBooks would have a way to show the customer linked to the invoice number in the matching screen.

Thanks

Moderator

Manage customers and income

Hi aspire.bs,

 

I definitely understand what you mean as it does make it more convenient to show the customer's name instead of the project name. I recommend adding this as feedback so our Product Team have a log of the use case and can consider adding the ability to see customer names in the Find Match screen in the future.

 

Bonny