Knowledge Base

FAQ Home   >  banking

How do I match a transaction with multiple customer payments?

Zoho Books will automatically display matching transactions while you try to match uncategorized transactions. In order to match a transaction with multiple customer payments, please follow the below steps:

  • Go to Banking tab and select the appropriate bank account.
  • Select Uncategorized Transaction tab and then select the transaction that you need to match.
  • Zoho Books will automatically display the matching transactions for the selected transaction. Select the matching Zoho Books transactions and click on Match.

Match a transaction with multiple customer payments

In case you haven’t recorded the payments in Zoho Books, then corresponding invoices will be listed in the right hand pane and you can match them with the selected transaction.

Match a transaction with multiple invoices

Related Questions...