When importing invoices into QuickBooks online, how do you tell it to post the payment into a specific banking account instead of it adding the payment as a service item inside the invoice?

KSfranklin · ‎February 23, 2026

My Question is "When importing invoices into QuickBooks online, how do you tell it to post the payment into a specific banking account instead of it adding the payment as a service item inside the invoice?". Because of this I have to go into the each invoice and deleting the payment on the line item. Marking it paid and saving it. When you have 200 invoices this is tedious.

To ensure invoice payments in QBO go to a specific bank account instead of appearing as a service item, you must use the Receive Payment feature to link payments to invoices, rather than importing payments directly into the invoice record. Import only the invoices, then record payments separately by selecting the specific bank account in the deposit field.

So this looks like a limitation for QBs online, because I was able to select the account that I wanted my imports to go to from YourMembership using the "DESKTOP" version. The way I selected the account, I would go into an existing Payment and reset the payment and then executed the import.

Will there be a fix to this in the future?

ElykaJen_A

I'd be wondering the same thing if I had 200 paid invoices to bring over, Franklin.

QuickBooks Online (QBO) handles things a bit differently than Desktop. When you import invoices, they come in as unpaid. Therefore, instead of adding a payment as a separate service item when uploading, simply skip that process and use the Receive payment feature afterward. That's the correct way to record payments in QBO.

If you regularly import paid invoices, it’s best to import them (as unpaid) first. Then, connect your bank account to automatically download the payments or upload them manually. Those payments will detect their corresponding invoices as matching entries. All you need to do is click on Match to link them to the invoice.

About your question, I’d recommend submitting a feature request to streamline the process to include payments during import. This way, our development team can consider adding this functionality in future updates.

If you have further questions related to QBO, feel free to reply to this post.

ElykaJen_A

Hi KSfranklin,

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

Please let us know if everything is now working as expected or if you’re still experiencing any problems.We’ll be glad to assist further if needed.

KSfranklin

There is no resolution unless as a user I am given the same rights to import my invoices with an option for the payments as Your Membership. Your thoughts?

ZackE

Thanks for following up with the Community, KSfranklin.

I can certainly understand how an ability to streamline the process by including payments with imported invoices could be useful and have submitted a suggestion about it as of today.

You can also submit your own feature requests while signed in.

Here's how:

Use the Gear icon.
Go to Feedback.
Enter your comments or product suggestions.
Select Next.

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates page.

I've also included a detailed resource about importing invoices which may come in handy moving forward: Import multiple invoices at once

If there's any additional questions, I'm just a post away. Have a wonderful Thursday!

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When importing invoices into QuickBooks online, how do you tell it to post the payment into a specific banking account instead of it adding the payment as a service item inside the invoice?