PAYMENTS TO ACCOUNTS RECEIVABLE POSTING ?

Hey donmintz,

Making sure customer payments are recorded correctly is the best way to take advantage of QuickBooks Online's powerful tracking for Accounts Receivable. The system automatically calculates the aging of each invoice, so you'll always know exactly how long it takes your customers to pay you. The bank feed is a great way to automate part of this process, so you can focus on running your business. I'll be happy to help you record this. 

QuickBooks Online calculates A/R aging based on individual invoices and payments. Because of this, the best way to post a transaction directly against a customer's balance is to apply it against an invoice. If you've already created an invoice, you can match it directly from the bank feed by clicking Find match. Alternatively, click on the + New button and select Receive Payment. 

Hope this helps!

If a customer pays by cheque do I receive payment and match the payment on my bank?  It seems to be duplicating the payment?

Hey there leahdunn,

Thanks for joining in on this thread. Properly recording payments and matching them to your bank transactions is an important step in maintaining clean books. I can provide some information about recording payments.

To record payments in QuickBooks Online, follow the steps in this article. Once you have recorded the payment, you can match it to the transaction in your bank feed by following the steps in the second link provided. This should not create duplicates. If you're seeing duplicates you can always delete them.

If you have any other questions, feel free to reach out here.