steve-mcmahon
Level 1
‎August 13, 2025 10:05 AM

Can you match transactions for Money In in a bulk situation. i.e. my clients pay 30 invoices in one hit but I have to match each invoice manually one at a time.

Hi Team, I've been a loyal customer of Quickbooks for 8 years. 1 thing which is extremely annoying and forcing me to change accounting systems shortly is that you don't have a solution to match transactions for Money In in a bulk situation. i.e. my clients pay 30 invoices in one hit but I have to match each invoice manually one at a time which costs me so much time. There should be an option to paste multiple invoice numbers in the search bar and for those invoice numbers to appear, not just one at a time.

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MariaSoledadG
QuickBooks Team
QuickBooks Team
‎August 13, 2025 11:36 AM

Banking

I completely understand how time consuming it can be to manually match individual invoices when your clients make bulk payments, Steve. 

 

When matching transactions, you'll only have to select those invoices to match with the corresponding payment. This manual process is working as designed to ensure accuracy and precision in matching payments to the correct invoice. 

 

Though the procedure is handled one transaction at a time, this method helps you simplify reconciliation, enhance cash flow management , reduces manual errors and ultimately saves time since QuickBooks automatically identifies potential matches based on invoice details, payment amounts, dates and customer or vendor names. I've added a screenshot for your visual guide:
match2.png
 

To know more on how you can match your transactions, check out this article for reference: Match Your Bank and Credit Card Transactions.

 

If you need assistance, don't hesitate to reach out. We're here to help you as always. 

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