Let's make sure that the correct amount of deposit is shown on each projects, Greenrock.
Although the invoices will be marked as paid and closed, the total deposit will show in both projects. Instead of using the Split feature, you can match the single deposit to the two invoices so the amount of the payment amount will reflect accurately.
First, remove the deposit from being added using the Split feature. Here's how:
- Go back to the Banking menu and proceed to the Categorized tab.
- Find the deposit that's added to the projects.
- Select the blue transaction link in the Added or Matched column to see the matched transaction.
- Click Undo under the Action column.
Second, proceed to match the payment to the two invoices. Here's how:
- Go back to the For Review tab under the Banking menu.
- Look for the customer payment and click on it.
- Click Find match.
- Look for the invoices, then check the boxes before the Date column.
- Click Save.
Once done, go back to the projects and check if the amount of the payments are now correct.
Feel free to visit these articles for additional reference when using the Projects feature in QBO:
Don't hesitate to visit us again anytime if you have more questions or other concerns when working in QBO. I'll be around to assist you again.
