AI Bank Feeds, Look into Undeposited Funds for Match
A
Andrew Hart
One thing I love about the QBO bank feed is that it can look into the Undeposited Funds account to suggest a potential match when there is an inflow in the bank account.
It'll convert a Payment record that is not yet deposited and create a Deposit record for this item.
It would be amazing if the Double AI Bank Feed can do this, too!
Yes, if there was an actual Deposit record in the bank account, the AI bank feed would find the match. But I'm asking for when a customer payment is recorded and it is sitting open in Undeposited Funds, that the Double AI Bank Feed could look at that Payment record, and match it, which would create the Deposit record in QBO.