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October 5, 2025
Question

My client emails invoices to me. I post the bank transactions. Invoices are paid on a statement basis. How do I match the invoices to the payment at the end of the month?

  • October 5, 2025
  • 1 reply
  • 3 views
As in, should I post the invoices to the purchase ledger and then allocate bank payments ? Presently I post the bank payments as expenses because I'm under time pressure to get the VAT done. I'm not a bookkeeper, I'm an accountant, so I dont think in pie of invoice terms !

    1 reply

    QuickBooks Team
    October 5, 2025

    Hi Stephanie,

     

    We appreciate the effort you took to bring your concern to our attention. I can help you match the invoices to the payment at the end of the month.

     

    Here’s how: 

     

    1. Go to the Customers menu at the top.
    2. Select Receive Payments.
    3. Select the customer name from the 'Received from' dropdown arrow.
    4. Put a check mark on the invoice that you received a partial payment.
    5. In the Payment column, enter the amount.
    6. Click Save & Close.

    If you have any questions or concerns, the Community Team is always here to assist you.