Scenario:
- One Banking transaction imported for a $100 deposit from Customer
- One Customer has multiple transactions related to the $100 deposit. Each transaction is separately entered in JE's in QB as follows:
- Revenue item A for $25
- Revenue item B for $150
- Return item C for ($75)
Thus, the 3 items total the $100.
Problem:
When doing the Match function in QB, the only transaction that shows up in the choices is item A for $25.
- item B does not show up because the $150 is larger than the bank total of $100
- item C does not show up because it is negative
Resolution:
How can the Matching function be expanded to show the items B and C?
