Can i match a card payment and sales recipt?

Hello i run a takeaway store and am very new to quick books. I have inputted my sales receipt for each day including what is payed on card. However i also have my bank account connected! So essentially i am depositing the card payment twice? any tips or something i have missed like can i match them together?

Answer

Hi Here.


Thank you for contacting Community.


There is a way to match your sales receipts to your bank payments yes. The system does have a way of matching transactions against duplicates if both the date and the amount matches. So if you had already entered in a manually income of £10 and also had the same transaction on your card. You could select the Find Match option on the banking page. You can find this by clicking on the line of the transaction in review.


This would allow you to match the bank transaction and the manual transaction to prevent duplicates.


You could however, if the total of the transaction is all recorded on your banking page simply add the transactions from the banking page. You would still be able to select the account and category but you wouldn't have to manually enter the transaction as you would be adding it directly from the online banking page.


Let me know if you have any queries. Or, if you'd like to go through this over the phone, you can call our dedicated team who will be happy to assist you. Our contact details can be found here along with our opening hours.


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