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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Giovann_G
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Hello, LFK.

 

I understand you want to match an imported App transaction to a QuickBooks Online transaction. I'll share additional information on handling these transactions.

 

QuickBooks is dependent on the data shared by Square Point of Sale and PayPal. The option to match App transactions to the invoice is unavailable if it is imported as a Sales receipt. Since invoice and sales receipt are both sales transactions. You can delete the related invoices and keep the sales receipt to prevent duplicate income.

 

To do so, locate the invoice transaction and select More. Then, from the list, choose Delete.

 

For your reference, you can read this article for insights: Record commonly-used transactions.

 

In addition, I've included this resource to assist you in running reports if you want to see the various aspects of your business: Run reports in QuickBooks Online.

 

If you need further assistance managing your App transactions, let me know. I'll be around to help you.

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