For a Kickstarter campaign payout to my bank, how should I add this transaction to Quickbooks? (payment received, new sale, etc).

Congratulations on your successful campaign, calendar1.

To answer your questions, yes, you can add Kickstarter as a customer, create an invoice and match the payment received from the For Review tab.

Here's how to create an invoice:

1. Click + New in the left panel and select Invoice.
    
2. Select Kickstarter from the Customer ▼ drop-down.
3. Review the Invoice date. If you need to, change the due date in the Terms ▼ drop-down.
4. From the Product/Service column, select a product or service. You can also select +Add new to create a new product or service right from the invoice.
5. Enter a quantity, rate, and change amount if needed, and select the Tax checkbox if you need to charge sales tax.
6. Hit Save and close or Save and send.

Once the invoice is saved, you can match the payout or payment from the For Review tab. For your matching reference, check out this article: Categorize and match online bank transactions in QuickBooks Online. On the same link, you'll find details about the difference between adding and matching existing transactions in the system.

Additionally, in case you need help with reconciling your accounts, you can scan through this article for the detailed steps: Reconcile an account in QuickBooks Online. Doing so will help you ensure the accuracy of your financial records.

Please let me know if you have any other QuickBooks concerns. I'm always here to provide additional guidance. All the best!

Hi, calendar1.

Hope you're doing great. I wanted to see how everything is going about the kickstart campaign payout you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

Thank you for the reply. This is the approach I took. Worked great. Thank you.