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QuickBooks Team

Re: Received payment for several invoices in 1 amount.attributed the payments to the correct clie...

Thanks for getting back to us, @CBlue.

 

The deposit may remains associated with the Service income when QuickBooks is unable to find a match or link it to the downloaded data. I have a few easy steps to help keep your records correct. 

 

  1. Let’s sign first to your company, then navigate to the Banking menu on the left panel.
  2. Pick the Banking tab and select the correct account from the Bank and Credit Cards drop-down.
  3. In the For Review tab, locate the payment and click on it to see the details.
  4. Click the Find match radio button.
  5. On the Match transactions page, mark the box for the two invoices.
  6. Click on Save.
    sepr.png sepr1.png sepr2.png sepr3.png sepr4.png

Next, go to the Sales menu and select Invoices at the top. From there, you'll see the transactions’ status will show as Deposited.

 

For some tips about matching bank transactions to existing entries in QuickBooks, please see the following article: Match and categorize your downloaded bank data.


Keep me posted if you have any other concerns. I’ll get back to you as soon as possible to assist further. Have a good one.