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?