![]() The business owner can look to see which account balance was impacted. One way to locate which account types in QuickBooks that a transaction is related to is to record a business transaction that should reasonably affect an account balance that is associated with a special account type. However, these account types are not typically visible to business owners and may be difficult to find when business owners are not aware of where they should look. Select all invoices and/or Sales Receipts associated with that deposit.Account types in QuickBooks allow business owners to categorize accounts in a clear manner so that they can run their program more efficiently. The “Match transactions” window will open. Expand the transaction and click on “Find Match” in the expanded transactions window. (Matching transactions to Invoices create a receive payment.)ġ. Scenario 1: Deposits tied to multiple sales receipts or invoices. ( 4)ĭuplicates created by adding a transaction that should be matched:
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