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Best answer February 05, 2020
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Greetings, @DaoNaturalHealth.
When you received the customer payments, you can record it in the Undeposited Funds account. Once you received the full payments minus the transactions fees, you can use a Bank Deposit to move the funds from Undeposited Funds.
First, let's receive invoice payments from your customers thru izettle. Here's how:
- Open the invoice.
- Click the Receive payment button.
- Choose Undeposited Funds in the Deposit to drop-down.
- Enter the invoice payment details.
- Click Save and New.
Now, let's deposit the payments including the fees. Here's how:
- Click the New icon (+).
- Select Bank Deposit.
- Choose the bank where the actual payments where posted from the Account drop-down menu.
- From the Select the payments included in this deposit section, mark the invoice payments you want to deposit.
- In the Add funds to this deposit section, enter the fees being deducted and its details.
- Click Save and Close.
Also, I've added these articles to learn more on how to add, match/unmatch, and reconcile bank transactions in QuickBooks:
- Add and match downloaded bank transactions.
- Unmatch or move bank transactions after reviewing them.
- How to reconcile accounts.
Know that you're always welcome to post if you have any other questions about tracking your transactions. I'd be happy to answer them for you. Wishing you and your business continued success.
Greetings, @DaoNaturalHealth.
When you received the customer payments, you can record it in the Undeposited Funds account. Once you received the full payments minus the transactions fees, you can use a Bank Deposit to move the funds from Undeposited Funds.
First, let's receive invoice payments from your customers thru izettle. Here's how:
- Open the invoice.
- Click the Receive payment button.
- Choose Undeposited Funds in the Deposit to drop-down.
- Enter the invoice payment details.
- Click Save and New.
Now, let's deposit the payments including the fees. Here's how:
- Click the New icon (+).
- Select Bank Deposit.
- Choose the bank where the actual payments where posted from the Account drop-down menu.
- From the Select the payments included in this deposit section, mark the invoice payments you want to deposit.
- In the Add funds to this deposit section, enter the fees being deducted and its details.
- Click Save and Close.
Also, I've added these articles to learn more on how to add, match/unmatch, and reconcile bank transactions in QuickBooks:
- Add and match downloaded bank transactions.
- Unmatch or move bank transactions after reviewing them.
- How to reconcile accounts.
Know that you're always welcome to post if you have any other questions about tracking your transactions. I'd be happy to answer them for you. Wishing you and your business continued success.
