Welcome to the Community, Derry2. I'm here to assist you in entering ACH deposits in your QuickBooks Online account.
There are just a few steps to record ACH payments. If you already have an existing invoice and want to apply the ACH deposit as a payment, we can follow these steps:
- Go to the Sales menu in the left navigation bar.
- Make sure the Invoices tab is selected at the top of the page.
- Look for the invoice and choose Receive payment beside the transaction.
- Then, the Receive Payment page will open. You can also choose to add any outstanding transactions here.
- Once done, select Save and New, or click the drop-down arrow to choose Save and Close.
On the other hand, if you don't have an existing invoice, we record the ACH deposit as a regular deposit. Here's how:
- Click + New.
- Select Bank Deposit.
- Choose the account you want to deposit the money into from the Account drop-down menu.
- Fill in the necessary information about this transaction.
- Click Save and Close.
Additionally, I've added this article that can help you switch the bank account QuickBooks Payments deposits to every time you process credit card and ACH: Update standard deposit account.
Please don't hesitate to reach out in the Community space if you have other concerns about tracking or managing ACH payments. I'm always here to assist you.
