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arshadmirza70
Level 1

We have enabled taking payments from QBO. The problem is that when a payment comes though QBO, it does not mention the invoice against which is it being paid? Any idea?

 
1 Comment 1
LauraAB
QuickBooks Team

We have enabled taking payments from QBO. The problem is that when a payment comes though QBO, it does not mention the invoice against which is it being paid? Any idea?

Hello arshadmirza70,

 

Knowing which invoice a payment applies to is important for keeping track of your customer transactions and balances. I can help explain how QuickBooks Payments work with QuickBooks Online so you get a better idea of what to look for.

 

While your statement only shows you the number of transactions that have been deposited into your account, the Bank Deposit screen in QuickBooks Online can give you a better idea of which payments apply where. On that screen, you'll be able to see the what was included in the deposit, and when you click one, it should take you to the payment or payments included. From the there, you can click to see the attached invoices. The Bank Deposit feature is found through the Plus (+) icon in the upper right of your account.

 

You can also see which invoices were taken care of by heading to the customer centre and reviewing the transactions. Those that have received payments will now be marked as paid.

 

I hope that helps! Let me know if you have further questions.

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