Can I apply payments with one check different customers?

6 replies
687 views

In one check I have two differents accounts, Best way to apply

QuickBooks Online

C

ChristieAnn 11

Level 9

Welcome to the QuickBooks Community, jj.

Yes, you can apply payments from one check to several customers in QuickBooks Online. Let me walk you through the process to achieve this efficiently.

I recommend creating a bank deposit in the application, which allows you to enter different entries or payments and assign them to various customers and accounts.

Here's how:

Click the + New button and choose Bank Deposit.
Go to the Add funds to this deposit section.
In the Received from column, select different customers.
From the Account dropdown list, choose the separate account you want to put the money into. Note: You can select Accounts Receivable so you can use the amount to apply to an existing invoice.
Select Check as payment method.
Enter separate amounts to indicate payments for a different customer.
Fill in other needed fields.
Click Save and close.

In case you need steps on how you can record partial payment for an invoice, you can read this article: Record invoice payments in QuickBooks Online.

If you have other concerns about managing customer payments in QuickBooks, don't hesitate to visit the Community space anytime. As always, I'll be around to help you out again, jj.

J

jjcompanyserviceAuthor

New Member

After made yours instruction the program tell me:

If the deposit is for those invoices, record the payment in Receive Payment first. That way, your books are accurate.

A

Anonymous

Thanks for getting back and letting us know the prompt message you've encountered, @jjcompanyservice.

The message you've encountered pertains to being a reminder of the right way to record your invoice payments. Since we're applying this to different customers, we'll have to record it the other way. Thus, utilizing the Bank Deposit feature is the easiest way to divide this check to different clients. Once you're done recording the deposit, this will create a credit to these customers. After that, we can link them to the open invoice by utilizing the Receive Payment feature. Here's how:

Click the + New icon and select Receive Payment.
Choose the customer from whom you received the payment.
Put a checkmark on the Invoice under the Outstanding Transactions and the Deposit under the Credits section.
Then, hit the Save and Close button.

Keep these articles as your guide when starting to match your bank entries. After that, we can proceed to reconcile it to spot and avoid discrepancies:

Feel free to reply to this conversation if you require any additional help with managing your transactions. I am always available to assist you. Stay well!

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