matthew-burgeonf
Level 1
‎July 11, 2024 03:53 AM

How do you match a payment to an invoice if that specific invoice doesn't come up when trying to match it ?

I can see the invoice under sales invoices as outstanding, yet it doesn't come up when trying to match the invoice to the payment
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JuliaMikkaelaQ
QuickBooks Team
QuickBooks Team
‎July 11, 2024 05:56 AM

Manage Customers and Income

If the invoice is not showing in the Find Other matches window when matching it to the payment in the bank feeds, it is due to the number or date of your downloaded bank transactions not matching the existing one within QuickBooks Online (QBO). Thus, I recommend utilizing the filter option to narrow down the results. You can also choose Open invoices as the transaction type so it will only show the open and matching ones. Here's an image representation as an example:

 

 

However, if it doesn't show in the Outstanding transactions when recording a Receive payment, you can match the payment directly on the invoice. These are the steps you need:

 

  1. Go to the Sales left menu and select Invoices.
  2. Find the transaction you want to record the payment, then click Edit.
  3. Hit the Receive Payment button.
  4. Review the transaction, then once done, press Save and close.

 

Moreover, I'm adding these articles for more hints and guidance on how to ensure your account is accurate and balanced:

 

 

It's been a pleasure to have you here today, Matthew. Feel free to comment below if you have any additional QuickBooks-related concerns. The Community team will always have your back. Stay safe!

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