100%!

the last few months have been a nightmare for one of my clients who issues invoices (many of them at the same time for the same amount for different clients)..   automatch has cost me many many hours un- matching, removing the QB deposit, creating a NEW bank deposit and then manually matching.

How did we find out there was an issue?   because my client all innocently called and said, my income has doubled and I don't think that's right!?   I investigated and compared SALES to INCOME for a given client and then dug until I found the problem.

Initially I thought she was making a mistake but it seems not... QBO matches the invoice to (sometimes the right one, sometimes the wrong one) and then when the deposit comes through the bank feed and shows "match" it was matched.  Who would have imagined that would result in double the income (when it wasn't).  Some of the issue is that maybe 80% of her invoices are paid in two parts and QBO smooshes payments together to pay off an entire invoice vs. recognizing the partial payment.

Now I see I can turn off the auto matching (I did) but wondering if there are other things I can do to make sure this nightmare doesn't keep happening?   I can't bill my client (around 16 hrs of my time to resolve the problem so far) and just can't afford for it to continue - my client is losing faith in QBO and I think she is wondering if I have made a mistake.

What else can I do to avoid this issue?

Plum