cancel
Showing results for 
Search instead for 
Did you mean: 
costajb
Level 1

How to mark a part payment?

 
1 Comment 1
AlexV
QuickBooks Team

How to mark a part payment?

Hello costajb!

 

Welcome to QuickBooks Community. Are you now get paid and want to record it as part of your income? Let me help you!

 

In QuickBooks Self-Employed, the Invoice feature only allows you to send an invoice, mark it as paid, but it won't affect your data. We'll have to wait to reflect the payment into your bank statement. Then, make sure to connect your bank account or manually import the transactions.

 

Then, go to the Transactions menu and mark the payment as either Business or Personal. For your reference, please check this link on how to categorize the transactions: Categorise transactions in QuickBooks Self-Employed.

 

Additionally, you may visit this page: Banking and transactions. This is where you'll see different articles on how to handle downloaded transactions in QuickBooks Self-Employed.

 

Need more help? Keep on posting here and we'll assist you. Thanks!