Invoice and Payment record link

Open any payment and the bottom shows where you applied it. The History, Ctl H, shows what it is linked to, as invoices and as DEP. Follow the link = click one, and then use Go To.

Open any invoice and the History icon, or Ctl H, shows what is linked to it. Here are those payments + any credit memos applied.

This is a relational database. Everything is linked to something else.

Thanks, but I am looking for the link in order to match the Payments/Credits with the Invoices outside of Quickbooks. I have exported the Invoices, Payments and Credits into sql tables but don't see a field in either which has the other's record number or field that has a link reference.

Is there a seperate xref table or a link field i'm not seeing? 

Regards,

Thanks for the response, @Tomalford54.

I appreciate you clarifying this concern. I have some information about exporting transactions from QuickBooks.

QuickBooks Desktop lets you export data on a CSV or MS Excel format file, but there's not a link you can click to match payments and invoices. However, I have a workaround that should work for you.

You may use the Memo field to add a note determining which payment was applied to an invoice. To do that, just follow the steps below:

1. Open the Customer Center.
2. Choose Customer and Jobs.
3. Select the Transactions tab.
4. Go to the View menu at the top.
5. Select Customize Transaction List Columns.
6. In the Customize Columns window, choose Memo.
7. Click the Add button.
8. Click OK.

After which, make sure to add a note on the payment transactions before exporting them. Please see below screenshots as an example.

 For more information about exporting transactions, check out the following articles:

• https://quickbooks.intuit.com/community/Getting-Started/Import-export-CSV-files/m-p/201366.
• https://quickbooks.intuit.com/community/Getting-Started/Import-or-export-MS-Excel-files/m-p/203724.

That should provide information on how you can link payments to their invoices. Let me know if there's anything else you need from me by leaving a comment below. I'd be glad to answer. Have a nice day!