I have a debit transaction that I want to 'match' with a customer credit memo - not allowing me anyone have the fix

Customer credit memos are non-posting transactions, as they don't affect the actual accounts in your books, Leanne. Therefore, this can't be directly matched to any entries.

If your debit transaction is a refund, there's no need for you to add a customer credit. Instead, you can create a Bank deposit affecting Accounts Receivable (AR) to credit the customer's account. This way, it allows you to match the refund transaction with the actual deposit. To do this:

1. In your QuickBooks Online account, navigate to +Create and select Bank Deposit.
2. In the Account field, select the appropriate Bank Account from which the refund has been made.
3. In the Received From column, choose the customer name for whom the refund has been processed.
4. In the Account column, select Accounts Receivable (since this impacts the customer’s balance).
5. Enter the refund amount under the Amount column.
6. Then, click Save and close.

Once done, let's match the bank deposit to the refund in your banking feeds:

1. Go to My Apps and select Bank Transactions under the Accounting dropdown.
2. Find the refund transaction.
3. QBO should automatically suggest the previously created deposit as a match. If not, click Find Match and manually match it to the deposit.
4. Confirm the match.

After these steps, verify your customer's balance and ensure there are no discrepancies.

If you require additional assistance, just leave a reply below.