I can guide you through the steps to ensure you can link this deposit to your customer’s invoice, @klwulf.
To do that, you can follow the steps below:
- Go to your Accounting menu, then select Chart of Accounts.
- Find the account, then click View register.
- Locate the deposit and edit.
- In the Add funds to this deposit section, select the customer who made the partial payment from the Received From drop-down.
- In the Account column, select the Accounts Receivable account associated with the invoice you want to link the payment to.
- Enter the partial payment in the Amount field.
- Click on the Save and close button after.
Once done, apply it as a credit to the invoice. See this guide for complete information: Link a bank deposit to an invoice in QuickBooks Online.
If you have a QuickBooks Payments or Merchant Service account, please know that QuickBooks auto-categorizes each payment on your chart of accounts. This is the reason why your books update spontaneously.
If you are unable to modify a transaction synced from the merchant, you can delete it to prevent duplicates and maintain accurate records.
Generating statements helps you assess your transactions and makes reconciliation error-free. If you want to get a better presentation of your revenue and check if everything is documented accordingly, access this reference: Run reports in QuickBooks Online. It includes steps to export, print, and memorize them.
If you need further assistance with the process or have other concerns managing your finances in QuickBooks, please get back to this page and add comments below. I’ll be here anytime to help.
