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Laurence19
Level 3

Recording monthly sales payments for multiple invoices

Hi what is the best way to record a payment received for multiple invoices so that QuickBooks match payment paid into bank.

i have marked each payment separately but then there is a problem matching up with the bank payment and end up as though it has been paid twice ?

Solved
Best answer April 15, 2021

Accepted Solutions
GeorgiaC
QuickBooks Team

Recording monthly sales payments for multiple invoices

Hi Laurence19, if you're matching to invoice payments that have already been recorded manually, this won't have any impact on the reports or VAT, as the revenue and VAT would be recorded either at the time of raising the invoice manually (if you're using the standard accounting scheme) or at the point of marking this as paid (if you're using the cash scheme). 🙂

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3 REPLIES 3
Ashleigh1
QuickBooks Team

Recording monthly sales payments for multiple invoices

Hello Laurance19, 

 

Welcome to the Community page, 

 

So you have two options, you can either 

 

So what you can do is click on the actual payment  transaction on the banking page and then click find match and tick all the invoices that relate to that amount to then match it up. 

 

or 

 

If you have marked the transaction as being paid on the payment page, all you need to do is make sure you have the correct payment date on that matches the bank and then go into the actual payment on the bank use the find match and then match up what you have recorded to the actual amount. 

Laurence19
Level 3

Recording monthly sales payments for multiple invoices

Thank you this will then automatically add to profit and loss and VAT page ?

I found When I matched it somehow it came up as a sales receipt and mucked up everything. 

GeorgiaC
QuickBooks Team

Recording monthly sales payments for multiple invoices

Hi Laurence19, if you're matching to invoice payments that have already been recorded manually, this won't have any impact on the reports or VAT, as the revenue and VAT would be recorded either at the time of raising the invoice manually (if you're using the standard accounting scheme) or at the point of marking this as paid (if you're using the cash scheme). 🙂

View solution in original post

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