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Level 1

When payments come directly from qb, I thought I was told they'd come in individually not in a lump some

 
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QuickBooks Team

When payments come directly from qb, I thought I was told they'd come in individually not in a lump some

Hi there, 

 

It's important your bank feeds are matching up with the transactions in QuickBooks. Don't worry, I'll be happy to give you a hand with making sure you can see each individual payment rather than a lump sum amount.

 

One of the major benefits of using QuickBooks Online is its powerful Banking feature. The banking feature saves you from having to manually track your transactions allowing you to spend more time doing what you love. Based on what you've described, I'm curious to learn more about how you're receiving the payments in QuickBooks. Could you share more info on how you're recording the received payments and where you're seeing the lump sum payments? If you're entering the received payments as a lump sum (batch) from the Customer screen, that  would be the reason you're seeing the lump sum amounts instead of individual amounts. You'd need to use the Receive Payment option individually for each invoice in order to prevent the lump sum amounts. 

 

Feel free to reach back to me in the comments below. I'm here to assist.