Auto-Match Credit Card Payment of Invoice

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I send invoices that can be paid with a credit card through Bill Pay when I need to get them in the right accounting period (e.g., not due until the 20th after books have closed, but invoice belongs in the month I’m closing). I’ve run into an issue where, when the payment is made, the transaction is synced in QBO, and then I’m stuck having to do a workaround in both Ramp and QBO to mark the bill as paid because it won’t recognize the synced transaction as the bill payment.

It would be great if transactions that matched an invoice were either automatically matched, or you were at least prompted on your home screen/the actual expense to match them. Basically anything to flag it before it gets automatically synced.

If a transaction is synced, there should be a way to still indicate in Bill Pay that that transaction matches the bill, and then we just need to do the workaround in QBO.

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Hey @Lillie_Saroka ! When you create a bill with a payment method of card and then swipe the transaction, we’ll automatically match the transaction to the bill if you use a payment method of one-time card. Otherwise, if you use an Existing card, we won’t auto-match but we will flag the transaction as most likely a bill payment in the Accounting transactions tab. Additionally, transactions are always manually synced (Vs automatically) so you should have a chance to review them and make sure they’re not a bill payment prior to syncing.

If you don’t see this happening, please let us know and we can look further into it!

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