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How do I generate an invoice which is already paid in bank account?

1 Comment
QuickBooks Team

How do I generate an invoice which is already paid in bank account?

Hello there, @info863.


You can generate a regular invoice and select the account where the amount is deposited upon receiving payments. This way, the payment will be linked to the invoice created.


To do that:

  1. Select + New at the left pane.
  2. Click on Invoice.
  3. Complete the fields with necessary information.
  4. Hit on Save

Once done, let's proceed with receiving the payment so the invoice will be marked paid. Make sure to choose the account where the money was deposited.


Here's how:

  1. Click on + New at the left pane.
  2. Select on Receive Payment.
  3. Choose the name of the customer from the drop-down menu.
  4. From the Outstanding Transactions section, select the transactions that that need to be paid.
  5. Select the payment method.
  6. Enter the Reference no. and Memo if applicable.
  7. Select the account where the payment was deposited. 
  8. Press on Save and close.

To give you complete details in creating invoices and receiving payments in QuickBooks Online, please see this link: Create invoices in QuickBooks Online.


I'm also adding here some great resources that you can check out about making bank deposits, and recording customers refund, in case you need it in the future:

I'll be around to lend a helping hand if there's anything else that you need, info863. Thanks for coming, and take care!