I see you want to match lump sum payments in QuickBooks Online, @KN52. I'm here to make sure everything is in order.
You're correct, you can manually add the transactions into QBO. Simply create a bank deposit and make sure you have the right details, especially the dates and the payment amounts. Here's how:
- Open the New (+) menu.
- Select Bank Deposit.
- Pick the Bank Account where the actual payment was deposited.
- Fill in the date when the actual deposit was made.
- Go to Select the payments included in this deposit section, and mark invoice payment that's paid.
- Review the payment details. The information should exactly match the downloaded bank transactions.
- Click on Save and Close.
After that, you can now try to match the transactions again. This helps you avoid duplicates on the account. See this for the detailed steps: Categorize and match online bank transactions in QuickBooks Online.
Once everything is okay, feel free to read this module to find out how you can match your monthly account balance: Reconcile an account in QuickBooks Online.
You can always get back to us by replying to this thread. We're here to assist further if you have other banking or QuickBooks concerns. Take care!
