When people pay through QB how do I know invoice number if the name doesn't match up?

How do I match up invoices with credit card payments if the card name doesn't match?


Greetings, rodgabelein!

There are other factors you can consider when you determine your invoices with the corresponding payments. I'm here to share them and help you from there.

To start with, you can easily conclude that your specific invoices correspond to the payments once you've already determined the Amount and the Description of both transactions.

Since the Amount and Description of your transaction help determine the identity of your invoice and the corresponding payments.

From there, you can simply open your payments transaction and then, enter the corresponding invoice number in the Memo field.

Lastly, you can also read this article which can be your guide for any future tasks: What's New with QuickBooks Self-Employed Invoicing?

It'll be always my pleasure to help if you have any other questions. I'll be keeping an eye for your response.

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