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He said he had NO invoice to apply it to. It's a deposit without receipt.
How to do this?
Hello there, @AlabamaPamela.
To give you more insights about this process, please read through these articles:
Please let me know if there is anything else I can help with.
I opened the bank register and entered the deposit without receipt there. No need to create an invoice.
My solution was to: Select CREATE; Select SALES RECEIPT and enter the funds there.
Hello again, AlabamaPamela. Thanks for the additional details.
You can follow the steps provided by GraceC to achieve what you need. But instead of using Account Receivable in the Account column, use a different account such as income. Moreover, blantonbuild is also correct.
It just depends on you on what solution you'd follow, since both suggestions will get the same result. For guidance, I suggest you contact your Accountant for advice.
If you have any other questions, let me know by commenting below. I'm here for you. Have a great day!
How to enter check without invoice. I need money into my checking account and need to give credit to customer for same amount, how can i do this in quickbooks online ? If there is anyone can help, would be much appreciated
Hi there, Joji. I can guide you on how to record the money into your checking account and enter a check for your customer in QuickBooks Online (QBO).
First, you can record a deposit to input the money into your account.
Once done, you're now ready to give a credit to your customer. You can issue a check through the +New icon.
I'm adding this link for additional reference about writing checks in QBO: Create and record cheques in QuickBooks Online.
On the other hand, here's how you can get more resources while handling your other customer transactions in the future: Manage invoices, payments and transactions.
If you have any other questions about giving credits to your customers, let me know by adding a comment below. I'm always here to help. Have a good one!
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