Hello mailserver09!
Yes, QuickBooks Online has an option to automatically apply the payment transactions to the invoices. When creating bank rules, make sure to turn on the Automatically confirm transactions this rule applies to. This allows all transactions that meet the conditions to automatically added without the need to click Confirm nor Match.
When a single payment transaction needs to be applied to multiple invoices, this is the time we need to use the Find match option. Follow these steps:
- From the Banking tab, find the downloaded transaction and select it to expand the view.
- Tick the Find match button.
- On the Match transactions window, you'll see all the transactions that can be matched. Locate the open invoices you want it to match and check their corresponding boxes.
- Tap Save.
For your reference, you can also check this link on how to handle and review the downloaded transactions: Categorise and match online bank transactions in QuickBooks Online.
Need to reconcile an account? Check the detailed steps in this article: Reconcile an account in QuickBooks Online.
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