Frequent transactions require thorough organization in case users want to avoid muddling up their books. Traditional accounting makes it difficult for users to manage these transactions. To organize data in a systematic manner is an arduous task. QuickBooks can substantially curtail the time and effort it takes to organize these transactions. It makes matching a deposit to an invoice as easy as pie.
Follow the steps given below connect your bank account to QuickBooks Online:
Once your account is linked to QuickBooks, simply go through the steps to match your deposit with an invoice:
There is a limitation on matching deposit to invoice in QuickBooks Online. Only past 90 days entries are available for you to match your invoices. This poses a serious problem for many users. In case you too want to match transactions that are older than the aforementioned limit then follow the steps given below:
Users, who upload WebConnect files in .CSV format, will be prompted by QB to select the rows and columns corresponding to QuickBooks’ format. You can upload webconnect file from just about any type of back account.
In case you are facing errors or issues while matching a deposit to an invoice, feel free to contact us. You can talk to our quickbooks certified proadvisors at 1800-940-7442 (toll free) and raise your issue.
What is Qbpro?
We are a Quickbooks and TurboTax consulting firm that takes care of all the issues that people might ever face within these programs. If you are using any of the above platforms and are continuously faced with bugs then we are here to help. You can connect with us for errors related to Quickbooks or TurboTax via any of the medium below:
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Disclaimer: QBpro.ca is a reputable QuickBooks® Consulting firm that provides professional support services related to your accounting software. It is also a front-runner in providing 3rd party technical support services for quickbooks.
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