Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
S
SquirrelGirl
July 14, 2025
Question

How do I match QB Payments deposits that involve more than one transaction?

  • July 14, 2025
  • 1 reply
  • 138 views

I can't locate instructions regarding how to match QB Payments batches involving multiple payments. I see them in the Pending Transactions matching area in Bank Transactions, but I'm not sure how to manage them. I can match all other types of transactions except these batches. The only way I could find to get them into my bank register was to go to QB Merchant Center, look for the customers that paid in the batches, then go to Bank Deposits and click on the respective receipts. After doing this, I reconciled my bank statements. Even though the transactions landed in the bank register, they also remain in Pending Transactions (options to click are post, split, create rule, exclude). Any thoughts on how to get them out of Pending Transactions? Should I select exclude? Going forward, I'm not sure what the correct step-by-step procedure is for managing QB Payments batches.

1 reply

JenoP
JenoPQuickBooks Team
QuickBooks Team
July 15, 2025

You can match a single batch deposit to multiple invoices in the Bank Transactions window, SquirrelGirl.

 

This means that you don't need to exclude them to clear them out from the Pending tab. Here's how you can do it:

 

  1. Go back to the Pending tab and look for the deposit.
  2. Choose Match.
  3. Look for the invoices and check the boxes before them.
  4. Click Match.

 

 

Here's an article that talks about finding a match for downloaded transactions for guidance: Match your bank and credit card transactions.

 

You can also check out these articles for additional resources about the new banking interface:

 

 

Please know that you can always ask the Community anytime you need help.

S
SquirrelGirlAuthor
July 15, 2025

Hi jenop2,

The Match option is not available. 

J
JaneDave_IQuickBooks Team
QuickBooks Team
July 15, 2025

Thanks for getting back to this thread, SquirrelGirl.

 

Before we proceed, could you confirm whether you're using the new version of bank feeds using your QuickBooks Online (QBO) account?

 

If so, we can perform some troubleshooting steps by clearing your browser's cache or signing into any supported browser. This will address the browser issue where you're unable to see the option to match transactions, despite following the steps provided by my previous colleague.
 

On the other hand, if you're using the older interface of QuickBooks, you can manually search for matching transactions using the Find Match feature.

 

Here's how:

 

  1. Go to the For Review tab.
  2. Select the account where the transactions are recorded.
  3. Click on the transaction you want to match.
  4. Choose either Match or Find other Matches and enter the relevant details (e.g., amount, date, etc.).
  5. Review the results and match the transactions accordingly.
  6. Once done, click Match to save the changes.

 

 

 


 

You can also check this page for further information on how to fix QuickBooks Payments deposits to match your statements in QBO: Fix deposits to match your bank statements.


Feel free to reply to this post if you need further assistance.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement