Matching payments

It's nice to see you here in the Community, @James11_2 G.

I'd be glad to help you match your payments in QuickBooks Online (QBO).

To start with, you can directly match the invoice to mark it as paid. For the extra 40 pence, you can resolve it by selecting the Resolve Difference option. Also, if you want to make it as credit, you can record the transaction as Accounts Receivable (AR). If you don't want to change it to credits and keep it as income, you can simply select a category for income.

Here's how:

1. Go to the left navigation panel, and select Transactions.
2. In the For Review section, locate your invoice and then click it.
3. Select Match
4. Checkmark the box for the invoice that has an extra 40 pence.
5. Scroll down, and select the Resolve Difference. This opens the Add resolving transactions fields where we can include the Category and Amount of a resolving transaction.
6. Record the Category to AR if you want to make it a credit or income account if you don't want to change it to credit for that customer.
7. Once done, select Match.

For future reference, you can check this article to help you reconcile your accounts so they always match your bank and credit card statements: Reconcile an account.

Feel free to leave a comment below if you have any other questions about matching the payments. I'm always here to help. Wishing you and your business continued success.