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Bank Deposit Transactions in QuickBooks Online

How to use Bank Deposit transactions from QuickBooks Online to pay invoices and sync them to Re-Leased — match deposits to invoices in the QBO bank feed and trigger a sync manually or wait for the automatic hourly sync.

Updated this week

You can use Bank Deposit transactions from your QuickBooks Online bank feed to apply payments to invoices and sync them to Re-Leased as paid invoices.


How to Match a Bank Deposit to an Invoice

  1. Log in to QuickBooks Online and go to the Banking section.

  2. Locate the Bank Deposit transaction in your bank feed.

  3. Select the transaction and click Match to link it to one or more existing invoices.

  4. Once matched, the data is ready to sync to Re-Leased.

  5. In Re-Leased, click the Sync icon in the navigation panel and select Start Sync, or wait for the automatic hourly sync.

The payment applied in QBO will reflect against the matching invoice in Re-Leased.

For a demonstration, see the video below:



Troubleshooting

  • Confirm the invoice is not already marked as paid in Re-Leased.

  • Verify the Bank Deposit is matched to the correct invoice in QBO.

  • Check that the integration between Re-Leased and QBO is properly configured.

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