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How do I mark an invoice as paid without affecting my bank. the payment was already recorded

 
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QuickBooks Team

Re: How do I mark an invoice as paid without affecting my bank. the payment was already recorded

I’m happy to see you in the Intuit Community, judy11.


Let’s perform some steps to close the invoice. You'll have to link the transaction to the accounts receivable account to mark it as paid. 


I’ll walk you through the step by step process. Here’s how:

 

  1. Locate the invoice first.
  2. Once you have the details handy, go to the Bank Deposit page.
  3. In the Add funds to this deposit section, enter the customer’s name in the Receive From column.
  4. Under Account, select Accounts Receivable and fill in the remaining fields.
  5. Make sure to enter the amount.
  6. Click on Save and close.

For more in-depth information, check out the How to link a deposit to an invoice article.


These steps should keep your records correct. Let me know if you run into any hurdles while following these steps. I’ll be right here to assist further.  Looking forward for your reply.