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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
Jaybo-1971
Level 1

Allocating a banking within QB Self Employed

New to QB self employed, so unsure how to allocate a banking to a sales invoice that only partially clears the outstanding balance?

 

Thanks in advance

1 REPLY 1
John C
QuickBooks Team

Allocating a banking within QB Self Employed

Hi Jaybo-1971 Thanks for reaching out to us here on the Community. As you're using the self employed account there is no way to partially pay an invoice, you're only able to mark it as paid. Also the invoices don't correspond to the amounts on the banking page, they are for your reference only and any amounts received on the marking page will have to be categorised accordingly.

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