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I'm here to help you match an invoice to its payment in QuickBooks Online, @jwarrillow.
Once you received customer payments, you'll need to record and categorize the payment in QuickBooks Online. This connects the payment transaction to the original invoice so your accounts stay balanced.
But before that, may I also ask how did you record the payment? I appreciate any extra information you can give and it will help us isolate the issue and provide the best solution.
To link the invoice to the payment, simply follow the steps below:
- Go to the +New button.
- Choose Receive Payment under Customers.
- Select the name of the customer from the drop-down menu.
- Enter the payment method.
- Under the Outstanding Transaction section, click Filter.
- Modify the date range so narrow down the result.
- Select the invoices.
- Make sure to review the amounts under the Payment column.
- Once done, click Save and close.
For more details, you can check this article: Record invoice payments in QuickBooks Online. This provides steps on how to receive and classify invoice payments in QuickBooks Online.
Once done, you can categorize and match it with the downloaded bank transaction.
Let me know if you have other questions about matching the invoice to its payment in QuickBooks. I'll be more than happy to lend a helping hand. Have a great day ahead.