![]() ![]() Now the answer is referencing MATCHING and the "correct bank". "If you can't find a match between the payment and the deposit, you'll have to receive the payment and deposit it to the correct bank." ![]() Which account am I transferring from? They money is not in QB yet. This is a deposit in payment of an invoice! Why am I clicking Record as Transfer? This is not a transfer. Click Record transfer once done."Īn instruction is skipped here: Select the transaction. " Select the Record Transfer option, then the transfer account. The tab is under the BOOKKEEPING link, then click Bank Transactions (which is also not under Banking), then click For Review. There is NO For Review tab under the Banking link. " Go to the Banking menu then choose the For Review tab" Here are some of the incorrect instructions in the answer: The videos referenced do not address my problem. It's like the person answering is using entirely different software. The answer references links that don't exist and skips important steps. If you still have questions about matching bank transactions, please reply in the comment section below. This provides complete information on reconciling your account accurately: Reconcile an account in QuickBooks Online. Let me also add this great resource that you can use for future reference. Here's an article you can refer to for more details about categorizing and matching online bank transactions in QuickBooks Online. Click the Match radio button or hit Find other records.In the For Review tab, locate and click the transaction to match.Once done, you can now go back to the Banking tab and match the transaction again. Please, click this link for further information: Record and make bank deposits in QuickBooks Online. Click the Deposit to a drop-down arrow, then choose the right bank.Go to the +New icon, then choose Received payments.QuickBooks will also look for transactions that are in the bank register when looking for a match, This means that the system will not match transactions that are not yet deposited into the bank. This way, you can match the transactions. If you can't find a match between the payment and the deposit, you'll have to receive the payment and deposit it to the correct bank. You can also check out this article about categorizing and matching bank transactions in QuickBooks Online. Select the Record Transfer option, then the transfer account.Go to the Banking menu then choose the For Review tab.This will also avoid duplicates in the bank register. We'll need to match your deposit in the For Review tab so that the bank and QuickBooks balance will match. I'm here to help you with how to handle bank transactions in QuickBooks Online (QBO), ![]()
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