
Link a bank deposit to an invoice
by Intuit•210• Updated 2 weeks ago
Learn how to link a bank deposit to an invoice in QuickBooks Online.
If you'd like to make it easy for your customers to pay an invoice online, check out QuickBooks Payments rates and apply.
When you receive bank deposits from your customer, you need to link them to an invoice. This keeps your records accurate and helps avoid errors when it's time to reconcile your accounts.
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Prerequisites
Before you link a deposit to an invoice, here's a few things to check:
- Make sure there's an invoice for the customer.
- Make sure you record the payment through bank deposit and not through Receive Payment.
- Make sure you haven’t entered and linked the payment to the invoice.
Find and edit the deposit
- You can find the deposit entry in your bank register.
- Go to Settings
, then select Chart of accounts (Take me there).
- Find the account you deposited the payment to, then select View register.
- Find and select the correct deposit.
- From the Received From ▼ dropdown, select the customer from where the deposit came from.
- From the Account ▼ dropdown, select Accounts Receivable.
- Select Save.
Apply the deposit entry as an invoice payment
Once you update the deposit, apply it as a credit to the invoice.
- Select + New, then Receive payment (Take me there).
- From the Customer ▼ dropdown, select the customer’s name. This displays all unpaid and outstanding credits for your customer.
- In the Payment date field, enter the day you received the payment.
- In the Outstanding Transactions section, select the invoice or invoices you need to mark as paid.
- In the Credits section, select the deposit.
- Select Save and close.
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