When you're on the Record Payment screen and attempting to match your invoices, there are two things you'll want to check. First, ensure you've selected the exact same bank account where your transactions were downloaded. Next, take a look at the date filters on that screen. It's usually best to expand them as far back as possible so the invoices aren't accidentally hidden if they fall outside the default search window. Here is what to do: Head over to Get paid, then select Invoices.Click Record payment on the invoice you're working on.Make sure the correct bank account is selected.Click Sort and filter.Either push the "From" date field back as far as possible to cover everything, or specifically choose the dates when the bank transactions actually hit your account.Hit Apply, then Next, and finish up by clicking Save. However, if it still doesn't appear, the transactions may be categorized as Personal income. To resolve this, ensure they are not classified as Personal income, so they’ll appear when allocating payments. Let us know if you have additional questions or concerns. You can leave a comment below.

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leedsautocentre

Question

I have all my bank transactions showing in bank section but none can be or shows when trying to allocate payment to invoices,updated and sync it,what else can be done?

Forum|Forum|1 month ago
May 17, 2026
1 reply
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ClaireSamanthaS

QuickBooks Team

When you're on the Record Payment screen and attempting to match your invoices, there are two things you'll want to check. First, ensure you've selected the exact same bank account where your transactions were downloaded.

Next, take a look at the date filters on that screen. It's usually best to expand them as far back as possible so the invoices aren't accidentally hidden if they fall outside the default search window.

Here is what to do:

Head over to Get paid, then select Invoices.
Click Record payment on the invoice you're working on.
Make sure the correct bank account is selected.
Click Sort and filter.
Either push the "From" date field back as far as possible to cover everything, or specifically choose the dates when the bank transactions actually hit your account.
Hit Apply, then Next, and finish up by clicking Save.

However, if it still doesn't appear, the transactions may be categorized as Personal income. To resolve this, ensure they are not classified as Personal income, so they’ll appear when allocating payments.

Let us know if you have additional questions or concerns. You can leave a comment below.

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