Connect with and learn from others in the QuickBooks Community.
I am treasurer for my HOA with 36 units. I have a memorized transaction that creates invoices monthly for all the units in QB Desktop Pro.
I use my bank's ACH collection feature to collect dues from all the owners. The ACH collection appears on my statement and also downloads from the bank as one total amount for all 36 "customers".
Is there a way to create a batch or memorized transaction that will recognize or receive all 36 payments in QB Desktop and apply them to each of the 36 customer invoices?
I'd be happy to share with you what does the batch action in QuickBooks is all about, @JimJayhawk.
Creating a batch transaction for receive payments is unavailable. You can individually apply the payments to an invoice manually.
Batch action allows you to print, email, and enter transactions in bulk.
To learn more about how to perform the action, please check out this article: Enter transactions by batch in QuickBooks Desktop.
Please know that the Community is just around the corner if there's anything else you need.