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Hi there, srscapital.
Currently, there's no option to match the bank transactions with the advance payment in QuickBooks Online. You can only match entries for invoice payments, deposits, journal entries, and transfers.
Meanwhile, you'll need to clear the advance payment on the Register page. Then, manually exclude the downloaded payment to avoid duplicate transactions.
To start with, I recommend going to the Banking section and click the Go to Bank register link. From there, choose the specific bank account where the advance payment deposited.
Here's how:
Once done, go back again to the Banking page and choose For Review tab. Then, locate the advance payment and exclude this. Please follow the steps below.
Excluded transactions move to the Excluded tab. They won’t be added to QuickBooks or downloaded again.
For additional information, you can click this article: Categorise and match online bank transactions in QuickBooks Online.
Please refer to this article to see steps on how you can reconcile your accounts so they always match your bank and credit card statements to avoid discrepancies: Reconcile an account in QuickBooks Online.
Please let me know if you still have questions or concerns. I'm always here to assist you. Take care and have a good one.
Sorry, the steps given by you to delete the total transaction. My requirement is once we passed an entry of advance payment asset, I am unable to match it with Bank transaction.
I appreciate you for getting back to us, srscapital.
As my colleague shared above, the transactions that can match are invoice payments, deposits, journal entries, and transfers.
If you want to match the advance payment, you may follow the steps shared by my colleague.
Let me know if there's anything that I can help. Keep safe!
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