Appreciate the complete details of your concern, @SWyatt502
I'd be delighted to share some resources on how you can receive your customer's payments and deposit it to your connected bank account in QuickBooks. Let's get started.
You have different ways to record your customer's invoice payment:
In all of these options, you may deposit the payment directly to your bank account instead of using the Undeposited Funds account. Just make sure to select the desired bank account on the Deposit To section.
Here's a video tutorial for a more detailed instruction:
On the other hand, if the bank account where the invoice payments are actually deposited and posted is connected with QuickBooks, your bank transactions will downloaded automatically in the system. You can see these transactions listed under the For Review section of your screen.
- Go to Banking.
- Select Banking tab.
- Choose the bank account.
- Under the For Review tab, you'll see a list of your downloaded bank transactions.
- Click the Add button if the transaction doesn't have similar one that you've manually added.
- If the system finds a match to the downloaded transaction, it will be displayed on the Categories and Actions column.
- Open the match transactions to review the details. Once verified, click on the Match.
By matching transactions, you'll avoid getting duplicate records of your transaction in the bank register.
That should do it! This will allow you to record and deposit your customer's payments systematically in QuickBooks.
You can always get back to us here in the Community if yo have other questions about receiving payments and depositing it in QuickBooks. I'm always here to help.
