QuickBooks Online Bank Feeds Matching Invoices Manually

There are times when manually matching invoices to transactions in the bank feeds is necessary. This video provides some guidance on doing just that. Although not necessary, It may also help to watch my Bank Feeds tutorial videos - the links are included in the comments below.

#quickbooks #qbo #quickbooksonline #howto #learn #match #invoices #bank #feed #banking #center #help #demo

[milkzaccounting]

Thank you. I got a bank deposit and want to match it back to a vendor credit I created. QBO is not offering me that matching option no matter what I do. Should I do something other than vendor credit?

[jzajzz]

Hector Garcia is getting some free promotions in this video 🤣🤣

[jessicaduncan]

Hi Kathy! Loving the video. I have a question regarding invoice matching. Let's say I need to create an invoice for a client who paid $175 for a service. They sent the payment via Venmo (or whatever platform). When I go QB to make an invoice for the $175 payment, the AI will not show the invoice to match the $175 with. Is there something I am doing wrong?

[decabello]

What if you only get a partial payment on an invoice??h Then What? With a partial payment I need the invoice to reflect the remaining balance.

[KathyGrosskurth]

Here is my video on matching transactions in the Banking Center:

[kevywilliams]

That doesn’t make sure … they should match and you’re not saying why they didn’t .