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manjunath-mvdand
Level 1

Difficulty in matching Sale invoice with intermediary commision exp and Bank receipt.

 
1 Comment 1
ShiellaGraceA
QuickBooks Team

Difficulty in matching Sale invoice with intermediary commision exp and Bank receipt.

Welcome to Community, @manjunath-mvdand.

 

I'll share the steps on how you can match your sale invoices with your bank receipts. All you have to do is categorized and match your downloaded transactions with QuickBooks from the Banking page. Let me guide you how.

 

  1. Go to Banking, then select the Banking tab.
  2. Tap the Update button. This updates all of your bank and credit card accounts.
  3. Find a downloaded transaction with the Match option in the Action column.
  4. Select the downloaded transaction to expand the view.
  5. Review the Matching records found in QuickBooks. This is the possible matching transaction you already entered in QuickBooks.
  6. If this is the correct match, close the open transaction.
  7. Click ​Match​.

 

If you didn’t find an existing matching transaction, select Add. QuickBooks uses this info to create and add a new transaction to your accounts. For details about the process, check out this article: Categorise and match online bank transactions in QuickBooks Online.

 

You can also browse this link here if you need help with other banking tasks.

 

Keep me posted if you still have questions or concerns with matching transactions. I'm more than happy to help. Take care and have a good one.