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August 13, 2020
Question

I received a partial payment through an invoice. How do I deposit it to my bank, which I have linked to QuickBooks?

  • August 13, 2020
  • 1 reply
  • 3 views
No text available

1 reply

LieraMarie_A
Level 8
August 13, 2020

You can deposit the amount through the Receive Payment page, @alfaaaron25-gmai.

 

Here's how:

  1. Select +New.
  2. Choose Receive Payment.
  3. Select the name of the customer from the drop-down menu.
  4. From the Outstanding Transactions section, select the transaction.
  5. Select the payment method.
  6. Enter the reference number and memo if applicable.
  7. Select the bank where you want to deposit the money.
  8. Enter the partial amount under the Payment column.
  9. Select Save and close.

 

Once the payment shows in the bank feeds, you'll have to match the transaction to avoid duplicates. Let me guide you how.

 

  1. Go to the Banking page.
  2. In the For Review tab, you can use the filters to find the transaction.
  3. Click Match under the Action column.

 

It also a good idea to reconcile your account to ensure they match your real-life bank records. Just go to Accounting and select the Reconcile tab.

 

You can always count on me if you need further assistance. Have a good one.