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Monty250
July 6, 2022
Solved

Match transactions

I cannot edit the payment amount when I try to match part of a transaction, the column that is shown on the QB tutorial video is missing?

Ashleigh1Answer
Level 14
July 6, 2022

Hi Monty,

 

You can contact our Live Support team through this link, and you will be able to set up a screen share with the agent on the phone and they will be able to see exactly what your trying to do and get it resolved for you.

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4 replies

Ashleigh1
Level 14
July 6, 2022

Hello Monty250, 
 

Welcome to the Community page, 

 

Where are you trying to edit the payment amount are you trying to do this on the banking transaction page or the receive payment off the invoice? Here is an article which tells you all about catergorising and matching transactions and another about add or match transactions. 

Monty250Author
July 6, 2022

I'm doing it from the Banking transactions > For review

i

Ashleigh1Answer
Level 14
July 6, 2022

Hi Monty,

 

You can contact our Live Support team through this link, and you will be able to set up a screen share with the agent on the phone and they will be able to see exactly what your trying to do and get it resolved for you.

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