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

Job is done and paid in full and remaining payment was matched but I can't seem to be able to match the three email transfers that were sent as a deposit for the job.

Playing catch up for 2019 so I'm working backwards. Quickbooks automatically recognized all other customer deposits but not invoice deposits where the customer sent multiple instalments for a deposit on the job.
1 Comment
Highlighted
Level 7

Job is done and paid in full and remaining payment was matched but I can't seem to be able to match the three email transfers that were sent as a deposit for the job.

I'm assuming you used the 'Receive Payments' function to record your deposits prior to the job being done.  When you receive a payment without linking it to a particular invoice, QBO saves it as a credit to your customer.

 

Once your invoice is created, go back to the payment you received for that customer, and a list of outstanding invoices will be shown.  Apply the credit to the applicable invoice(s) and save.  This is probably easiest done by going to Sales-->Customers and viewing the Transaction List.  You will see any unapplied credits there.  Open them and apply the payments to the outstanding transaction(s).