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Level 1

Client deposited amount and later refund made to them, now in banking both deposit and refund entries showing, how to match both.

 
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QuickBooks Team

Client deposited amount and later refund made to them, now in banking both deposit and refund entries showing, how to match both.

Let me help you with matching transactions, Userppetera.

 

You'll have to record both invoice payment and refund receipt so you can match them to the downloaded transactions.

 

Here's how:

  1. Click Banking, then go to the Banking tab.
  2. Go to For review.
  3. Match both transactions.

If you're unable to see any matches, you can follow these steps:

  1. Select the downloaded transaction.
  2. Click Find match, then click Find other matches.
  3. Select transaction to match.
  4. Click Save

Let me share the reference on how to review downloaded transactions: Categorise and match online bank transactions in QuickBooks Online.

 

Get in touch with us if you need more of our help. We'll reply as soon as we can. Take care!