Banking
Hello there, jdherman.
I appreciate you for following the solution I provide above and sharing the result. Also, the screenshot provided gives us a better picture of your concern. I’m here to ensure you can match the downloaded deposit to the invoice.
Let’s go back to the Match transactions page and enter $35, 100.00 in the Payment column instead of $35, 080.00. Since the fee was taken out from the deposit, enter -$20.00 in the Amount field. This is to ensure you can save the transaction without any errors.
After performing these steps, the invoice status will now show as Paid. For future reference, I’m adding some links below about managing fees in QuickBooks Online (QBO). These resources will guide you on how to activate the automatic late fees option and manually set up the fee item.
Don’t hesitate to visit the Community again if you need further assistance with handling fees and other customer-related issues. Have a great weekend ahead.
