Thank you for the prompt response, killian. It's my pleasure to help you match your transaction in QuickBooks Online (QBO).
We can resolve the difference after matching your invoice and bank transaction. Ensure to filter the correct date in the Find other matches page. Allow me to guide you on how to do it.
- Go to Transactions, then click Bank Transactions.
- Select the bank transaction you want to match to your invoice.
- Click Match.
- Tick the invoice you want to match to your bank transaction.
- Filter the exact date of your invoice.
- Toggle the Resolve Difference.
- In the Add resolving transactions, complete the fields and enter the remaining amount.
- Select Match.
Regarding the accounts you should choose in the Category, I suggest consulting your accountant. They can provide personalized recommendations on this.
Additionally, you can reconcile your account to identify and correct any discrepancies or errors, providing a clear and transparent view of your finances: Reconcile an account in QuickBooks Online.
Should you have additional questions regarding matching your transaction in QBO, please don't hesitate to click the Reply button. Stay safe!
