Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
Best answer a month ago
Solved
Best Answers
We're glad to have you here in QuickBooks Online (QBO), @pderoo.
Please know that QuickBooks Desktop and QBO follow almost the same steps for manually recording invoice payments by using the Receive Payment feature and creating a Bank Deposit. Let me show you how.
- Go to the Create (+) button and select Receive Payment.
- Select the Customer and pick Undeposited Funds or Payment to deposit in the Deposit To field.
- Under Outstanding Transactions, choose the invoice you created.
- Click Record and Close to save.
Afterward, hover the Create (+) button again and select Bank Deposit. Here's how:
- In the Account dropdown, choose the account you want.
- Under Add funds to this deposit, fill in the necessary details.
- Click Save and Close to finish.
Once finished, you can match the deposit with your Bank transaction:
- Go to your Dashboard and click Accounting.
- Select the bank account tile where the payment appears.
- From the Pending tab, find the transaction and click Match.
- Choose the deposit you recorded and tick Match to finish.
Hit the Reply button below if you have any additional questions. We’re always here to help.
We're glad to have you here in QuickBooks Online (QBO), @pderoo.
Please know that QuickBooks Desktop and QBO follow almost the same steps for manually recording invoice payments by using the Receive Payment feature and creating a Bank Deposit. Let me show you how.
- Go to the Create (+) button and select Receive Payment.
- Select the Customer and pick Undeposited Funds or Payment to deposit in the Deposit To field.
- Under Outstanding Transactions, choose the invoice you created.
- Click Record and Close to save.
Afterward, hover the Create (+) button again and select Bank Deposit. Here's how:
- In the Account dropdown, choose the account you want.
- Under Add funds to this deposit, fill in the necessary details.
- Click Save and Close to finish.
Once finished, you can match the deposit with your Bank transaction:
- Go to your Dashboard and click Accounting.
- Select the bank account tile where the payment appears.
- From the Pending tab, find the transaction and click Match.
- Choose the deposit you recorded and tick Match to finish.
Hit the Reply button below if you have any additional questions. We’re always here to help.
