Payment matching for QuickBooks Online
The payment arrived.
The data entry
shouldn’t follow.
One payment. Hundreds of invoice lines, deductions, and credit notes. SteadMatch organizes the proposed matches and brings the decisions that need your judgment into focus.
From $149/month after trial · Credit card required · Dry-run before live posting
ACH · Northstar Supply
$289,871.32
Each tile is one remittance line. Teal: clear match. Amber: review.
241
Clear proposed matches
7
Need your attention
The whole remittance stays visible. Your attention goes where it matters.
From the whole document to the few decisions
248 lines. 7 items need your attention.
Explore a fictional 18-page remittance. The clear proposed matches are organized together, the payment total is accounted for, and each exception comes with a specific reason to check it.
01 / What arrives
248 lines to work throughnorthstar-remittance.pdf
18 pages · 248 line items · one ACH payment
| Line / reference | Remitted | Source note |
|---|---|---|
| 001INV-41001 | $280.00 | — |
| 002INV-41002 | $359.19 | — |
| 003INV-41003 | $438.38 | — |
| 004INV-41004 | $517.57 | — |
| 005INV-41005 | $596.76 | — |
| 006INV-41006 | $675.95 | — |
| 007INV-41007 | $755.14 | — |
| 008INV-41008 | $834.33 | — |
| 009INV-41009 | $913.52 | — |
| 010INV-41010 | $992.71 | — |
| 011INV-41011 | $1,071.90 | — |
| 012INV-41012 | $1,151.09 | DEDUCTION |
| 013INV-41013 | $1,230.28 | — |
| 014INV-41014 | $1,309.47 | — |
| 015INV-41015 | $1,388.66 | — |
| 016INV-41016 | $1,467.85 | — |
| 017INV-41017 | $1,547.04 | — |
| 018INV-41018 | $1,626.23 | — |
| 019INV-41019 | $1,705.42 | — |
| 020INV-41020 | $1,784.61 | — |
| 021INV-41021 | $1,863.80 | — |
| 022INV-41022 | $1,942.99 | — |
| 023INV-41023 | $2,022.18 | — |
| 024INV-41024 | $301.37 | — |
| 025INV-41025 | $380.56 | — |
| 026INV-41026 | $459.75 | — |
| 027INV-41027 | $538.94 | — |
| 028INV-41028 | $618.13 | — |
| 029INV-41029 | $697.32 | — |
| 030INV-41030 | $776.51 | — |
| 031INV-41031 | $855.70 | — |
| 032INV-41032 | $934.89 | — |
| 033INV-41033 | $1,014.08 | — |
| 034INV-41034 | $1,093.27 | — |
| 035INV-41035 | $1,172.46 | — |
| 036INV-41036 | $1,251.65 | — |
| 037INV-41037 | $1,330.84 | — |
| 038INV-41038 | $1,410.03 | DEDUCTION |
| 039INV-41039 | $1,489.22 | — |
| 040INV-41040 | $1,568.41 | — |
| 041INV-41041 | $1,647.60 | — |
| 042INV-41042 | $1,726.79 | — |
| 043INV-41043 | $1,805.98 | — |
| 044INV-41044 | $1,885.17 | — |
| 045INV-41045 | $1,964.36 | — |
| 046INV-41046 | $2,043.55 | — |
| 047INV-41047 | $322.74 | — |
| 048INV-41048 | $401.93 | — |
| 049INV-41049 | $481.12 | — |
| 050INV-41050 | $560.31 | — |
| 051INV-41051 | $639.50 | — |
| 052INV-41052 | $718.69 | — |
| 053INV-41053 | $797.88 | — |
| 054INV-41054 | $877.07 | — |
| 055INV-41055 | $956.26 | — |
| 056INV-41056 | $1,035.45 | — |
| 057INV-41057 | $1,114.64 | — |
| 058INV-41058 | $1,193.83 | — |
| 059INV-41059 | $1,273.02 | — |
| 060INV-41060 | $1,352.21 | — |
| 061INV-41061 | $1,431.40 | — |
| 062INV-41062 | $1,510.59 | — |
| 063INV-41063 | $1,589.78 | — |
| 064INV-41064 | $1,668.97 | — |
| 065INV-41065 | $1,748.16 | — |
| 066INV-41066 | $1,827.35 | — |
| 067INV-41067 | $1,906.54 | — |
| 068INV-41068 | $1,985.73 | — |
| 069INV-41069 | $2,064.92 | DEDUCTION |
| 070INV-41070 | $344.11 | — |
| 071INV-41071 | $423.30 | — |
| 072INV-41072 | $502.49 | — |
| 073INV-41073 | $581.68 | — |
| 074INV-41074 | $660.87 | — |
| 075INV-41075 | $740.06 | — |
| 076INV-41076 | $819.25 | — |
| 077INV-41077 | $898.44 | — |
| 078INV-41078 | $977.63 | — |
| 079INV-41079 | $1,056.82 | — |
| 080INV-41080 | $1,136.01 | — |
| 081INV-41081 | $1,215.20 | — |
| 082INV-41082 | $1,294.39 | — |
| 083INV-41083 | $1,373.58 | — |
| 084INV-41084 | $1,452.77 | — |
| 085INV-41085 | $1,531.96 | — |
| 086INV-41086 | $1,611.15 | — |
| 087INV-41087 | $1,690.34 | — |
| 088INV-41088 | $1,769.53 | — |
| 089INV-41089 | $1,848.72 | — |
| 090INV-41090 | $1,927.91 | — |
| 091INV-41091 | $2,007.10 | — |
| 092INV-41092 | $286.29 | — |
| 093INV-41093 | $365.48 | — |
| 094INV-41094 | $444.67 | — |
| 095INV-41095 | $523.86 | — |
| 096INV-41O96 | $603.05 | REFERENCE ? |
| 097INV-41097 | $682.24 | — |
| 098INV-41098 | $761.43 | — |
| 099INV-41099 | $840.62 | — |
| 100INV-41100 | $919.81 | — |
| 101INV-41101 | $999.00 | — |
| 102INV-41102 | $1,078.19 | — |
| 103INV-41103 | $1,157.38 | — |
| 104INV-41104 | $1,236.57 | — |
| 105INV-41105 | $1,315.76 | — |
| 106INV-41106 | $1,394.95 | — |
| 107INV-41107 | $1,474.14 | — |
| 108INV-41108 | $1,553.33 | — |
| 109INV-41109 | $1,632.52 | — |
| 110INV-41110 | $1,711.71 | — |
| 111INV-41111 | $1,790.90 | — |
| 112INV-41112 | $1,870.09 | — |
| 113INV-41113 | $1,949.28 | — |
| 114INV-41114 | $2,028.47 | — |
| 115INV-41115 | $307.66 | — |
| 116INV-41116 | $386.85 | — |
| 117INV-41117 | $466.04 | — |
| 118INV-41118 | $545.23 | — |
| 119INV-41119 | $624.42 | — |
| 120INV-41120 | $703.61 | — |
| 121INV-41121 | $782.80 | — |
| 122INV-41122 | $861.99 | — |
| 123INV-4112? | $941.18 | REFERENCE ? |
| 124INV-41124 | $1,020.37 | — |
| 125INV-41125 | $1,099.56 | — |
| 126INV-41126 | $1,178.75 | — |
| 127INV-41127 | $1,257.94 | — |
| 128INV-41128 | $1,337.13 | — |
| 129INV-41129 | $1,416.32 | — |
| 130INV-41130 | $1,495.51 | — |
| 131INV-41131 | $1,574.70 | — |
| 132INV-41132 | $1,653.89 | — |
| 133INV-41133 | $1,733.08 | — |
| 134INV-41134 | $1,812.27 | — |
| 135INV-41135 | $1,891.46 | — |
| 136INV-41136 | $1,970.65 | — |
| 137INV-41137 | $2,049.84 | — |
| 138INV-41138 | $329.03 | — |
| 139INV-41139 | $408.22 | — |
| 140INV-41140 | $487.41 | — |
| 141INV-41141 | $566.60 | — |
| 142INV-41142 | $645.79 | — |
| 143INV-41143 | $724.98 | — |
| 144INV-41144 | $804.17 | — |
| 145INV-41145 | $883.36 | — |
| 146INV-41146 | $962.55 | — |
| 147INV-41147 | $1,041.74 | — |
| 148INV-41148 | $1,120.93 | — |
| 149INV-41149 | $1,200.12 | — |
| 150INV-41150 | $1,279.31 | — |
| 151INV-41151 | $1,358.50 | — |
| 152INV-41152 | $1,437.69 | — |
| 153INV-41153 | $1,516.88 | — |
| 154INV-41154 | $1,596.07 | — |
| 155INV-41155 | $1,675.26 | — |
| 156INV-41156 | $1,754.45 | — |
| 157INV-41157 | $1,833.64 | — |
| 158INV-41158 | $1,912.83 | — |
| 159INV-41159 | $1,992.02 | — |
| 160INV-41160 | $2,071.21 | — |
| 161INV-41161 | $350.40 | — |
| 162INV-41162 | $429.59 | — |
| 163INV-41163 | $508.78 | — |
| 164INV-41164 | $587.97 | — |
| 165INV-41165 | $667.16 | — |
| 166INV-41166 | $746.35 | — |
| 167INV-41167 | $825.54 | — |
| 168INV-41168 | $904.73 | — |
| 169INV-41169 | $983.92 | — |
| 170INV-41170 | $1,063.11 | — |
| 171INV-41171 | $1,142.30 | — |
| 172INV-41172 | $1,221.49 | — |
| 173INV-41173 | $1,300.68 | — |
| 174INV-41174 | $1,379.87 | — |
| 175INV-41175 | $1,459.06 | — |
| 176INV-41176 | $1,538.25 | — |
| 177INV-41177 | $1,617.44 | — |
| 178INV-41178 | $1,696.63 | CREDIT MEMO |
| 179INV-41179 | $1,775.82 | — |
| 180INV-41180 | $1,855.01 | — |
| 181INV-41181 | $1,934.20 | — |
| 182INV-41182 | $2,013.39 | — |
| 183INV-41183 | $292.58 | — |
| 184INV-41184 | $371.77 | — |
| 185INV-41185 | $450.96 | — |
| 186INV-41186 | $530.15 | — |
| 187INV-41187 | $609.34 | — |
| 188INV-41188 | $688.53 | — |
| 189INV-41189 | $767.72 | — |
| 190INV-41190 | $846.91 | — |
| 191INV-41191 | $926.10 | — |
| 192INV-41192 | $1,005.29 | — |
| 193INV-41193 | $1,084.48 | — |
| 194INV-41194 | $1,163.67 | — |
| 195INV-41195 | $1,242.86 | — |
| 196INV-41196 | $1,322.05 | — |
| 197INV-41197 | $1,401.24 | — |
| 198INV-41198 | $1,480.43 | — |
| 199INV-41199 | $1,559.62 | — |
| 200INV-41200 | $1,638.81 | — |
| 201INV-41201 | $1,718.00 | — |
| 202INV-41202 | $1,797.19 | — |
| 203INV-41203 | $1,876.38 | — |
| 204INV-41204 | $1,955.57 | — |
| 205INV-41205 | $2,034.76 | — |
| 206INV-41206 | $313.95 | — |
| 207INV-41207 | $393.14 | — |
| 208INV-41208 | $472.33 | — |
| 209INV-41209 | $551.52 | — |
| 210INV-41210 | $630.71 | — |
| 211INV-41211 | $709.90 | — |
| 212INV-41212 | $789.09 | — |
| 213INV-41213 | $868.28 | — |
| 214INV-41214 | $947.47 | — |
| 215INV-41215 | $1,026.66 | — |
| 216INV-41216 | $1,105.85 | — |
| 217INV-41217 | $1,185.04 | — |
| 218INV-41218 | $1,264.23 | — |
| 219INV-41219 | $1,343.42 | — |
| 220INV-41220 | $1,422.61 | — |
| 221INV-41221 | $1,501.80 | — |
| 222INV-41222 | $1,580.99 | — |
| 223INV-41223 | $1,660.18 | — |
| 224INV-41224 | $1,739.37 | — |
| 225INV-41225 | $1,818.56 | — |
| 226INV-41226 | $1,897.75 | — |
| 227INV-41227 | $1,976.94 | — |
| 228INV-41228 | $2,056.13 | — |
| 229INV-41229 | $335.32 | — |
| 230INV-41230 | $414.51 | — |
| 231INV-41231 | $493.70 | — |
| 232INV-41232 | $572.89 | — |
| 233INV-41233 | $652.08 | — |
| 234INV-41234 | $731.27 | CREDIT MEMO |
| 235INV-41235 | $810.46 | — |
| 236INV-41236 | $889.65 | — |
| 237INV-41237 | $968.84 | — |
| 238INV-41238 | $1,048.03 | — |
| 239INV-41239 | $1,127.22 | — |
| 240INV-41240 | $1,206.41 | — |
| 241INV-41241 | $1,285.60 | — |
| 242INV-41242 | $1,364.79 | — |
| 243INV-41243 | $1,443.98 | — |
| 244INV-41244 | $1,523.17 | — |
| 245INV-41245 | $1,602.36 | — |
| 246INV-41246 | $1,681.55 | — |
| 247INV-41247 | $1,760.74 | — |
| 248INV-41248 | $1,839.93 | — |
Invoice references, deductions and credit notes scattered across a long document. One payment total to account for.
02 / What you work on
SteadMatchNorthstar Supply · ACH
$289,871.32
✓ 241 clear proposed matches, already organized
Invoice references and amounts line up. Allocations stay grouped under this one payment.
Your attention: 7 specific decisions
Choose a line to see exactly what needs checking.
A $25.00 deduction is listed. Check the reason before accepting the allocation.
- Open balance
- $1,176.09
- Remitted amount
- $1,151.09
Illustrative sample · No customer data · Nothing posted
For the teams behind the books.
- Printing & promotional products
- Wholesale & distribution
- Manufacturing
The work between paid and posted
Getting paid is good.
Keying it all in isn’t.
The money arrives in one amount. The explanation arrives in a PDF, an email, or a spreadsheet. Someone still has to connect every line to the right invoice. That’s the work SteadMatch takes on.
The manual routine
Read. Find. Enter. Repeat.
- Open the remittance and find each invoice in QuickBooks.
- Enter the amounts, then work through deductions and partial payments.
- Check the total and keep the supporting document close.
With SteadMatch
Start with the match already built.
- Extract invoice references and payment amounts from the source.
- Match against open invoices and surface what needs review.
- Record validated allocations with an audit trail.
How it works
From remittance to recorded payment.
Keep QuickBooks. Keep your payment channels. Give your team a better way to connect the two.
- 01
Bring in the remittance
Connect your email workflow or upload a PDF, spreadsheet, or check scan. Start with the documents your customers already send.
- 02
Build the invoice match
SteadMatch extracts payment details and compares invoice references, customers, and amounts against your open QuickBooks invoices.
- 03
Review what needs attention
See suggested allocations and the reasons behind exceptions. Resolve short payments, deductions, and unclear references with the source in view.
- 04
Record it in QuickBooks
Validated payments go to Undeposited Funds. Start in dry-run mode, then enable posting once your team has verified the workflow.
Built for careful bookkeepers
Less busywork.
Keep the judgment.
A match is only useful if you can trust it. SteadMatch brings the details together so your team can focus on the payments that need a decision.
A reason behind every exception
A short payment should say what is short. An unclear invoice should show what needs checking. Your team gets a next action, not another mystery.
Your review comes before posting
Use dry-run mode to inspect matches first. Confidence and validation checks govern automatic posting; exceptions stay with your team.
A record you can follow
Follow the source document, invoice allocations, and recorded action. Keep the context you need to explain how a payment was applied.
Start on your terms
One less job on your AR team’s list.
Choose a plan for your payment volume. Every plan starts with a 14-day trial.
Growth
$399 / month
After your trial · billed monthly
1,000 payments per month
3 users
Start 14-day trialScale
$899 / month
After your trial · billed monthly
5,000 payments per month
Unlimited users
Start 14-day trialCredit card required. Your selected plan becomes paid after the trial unless you cancel. Choose your plan during account setup.
A few useful answers
Before you
connect.
For the person responsible for getting the books right.
Give the data entry a better home
Your next payment could take less work.
See how SteadMatch fits the way your customers pay.