I guess I am not totally wrapping my head around this concept.
If I received a payment via cheque or EFT or visa I apply it to the invoice and it is marked as paid.
A day or 2 later these show up in the banking screen...
We deposit cheque separately to be able to easily determine which transaction it needs to be matched to, and usually it will appear with the cheque number when I click on the drop down so I know it is accurate - however sometimes there is no cheque number and the only reference # is the deposit # which I don't have anything to x-reference to - and the option that it is suggesting is an invoice that hasn't been paid - which doesn't make sense because we would have already received the payment in QB before we even deposited the cheque.
So if I had multiple cheques deposited around the same time for 262.50 or multiple visa transactions how do I differ between ?
And what kind of rule would I want to create to make sure nothing automatically matches?
