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Justyna2
Level 1

Can I easily create invoice from bank deposit? moved to QB after I have been using different program for invoices, do I have to re-do all invoices in QB?

 
Solved
Best answer September 02, 2020

Best Answers
Adrian_A
Moderator

Can I easily create invoice from bank deposit? moved to QB after I have been using different program for invoices, do I have to re-do all invoices in QB?

Hi Justyna2,

 

The option to create an invoice from a bank deposit isn't available. However, we can link its payment to your customer's deposit.

 Let me guide you on how we can do that:

 

To find and change the deposit:

 

  1. From the Accounting tab, select Chart of Accounts.
  2. Find the account you deposited the payment to, then click View Register.
  3. Select the deposit and then click Edit.
  4. On the Bank Deposit screen, scroll down to Add funds to this deposit.
  5. In the Received From column, search and choose the appropriate Customer name.
  6. In the Account column, select Account's Receivable.
  7. Select Save and Close.

 

Then, you're good to link the deposit to an invoice:

 

  1. From the + New button, select Receive Payment.
  2. Select the Customer's name.
  3. Add the Payment date.
  4. Under Outstanding Transactions, select the Invoice you need to mark as paid.
  5. Select the deposit entry under Credits.
  6. Hit Save and Close.

 

If you're trying to bring in all the invoices from the other programs into QuickBooks, we can manually import them. Just a heads up, this feature is available in QuickBooks Online Advanced. 

 

Here's a reference as your guide: Import multiple invoices at once.

 

Also, if you want to let your customers pay the invoices online, you can check this article: Take and process payments in QuickBooks Online.

 

Feel free to mention my name if your Reply. I'll be around to help!

View solution in original post

1 Comment 1
Adrian_A
Moderator

Can I easily create invoice from bank deposit? moved to QB after I have been using different program for invoices, do I have to re-do all invoices in QB?

Hi Justyna2,

 

The option to create an invoice from a bank deposit isn't available. However, we can link its payment to your customer's deposit.

 Let me guide you on how we can do that:

 

To find and change the deposit:

 

  1. From the Accounting tab, select Chart of Accounts.
  2. Find the account you deposited the payment to, then click View Register.
  3. Select the deposit and then click Edit.
  4. On the Bank Deposit screen, scroll down to Add funds to this deposit.
  5. In the Received From column, search and choose the appropriate Customer name.
  6. In the Account column, select Account's Receivable.
  7. Select Save and Close.

 

Then, you're good to link the deposit to an invoice:

 

  1. From the + New button, select Receive Payment.
  2. Select the Customer's name.
  3. Add the Payment date.
  4. Under Outstanding Transactions, select the Invoice you need to mark as paid.
  5. Select the deposit entry under Credits.
  6. Hit Save and Close.

 

If you're trying to bring in all the invoices from the other programs into QuickBooks, we can manually import them. Just a heads up, this feature is available in QuickBooks Online Advanced. 

 

Here's a reference as your guide: Import multiple invoices at once.

 

Also, if you want to let your customers pay the invoices online, you can check this article: Take and process payments in QuickBooks Online.

 

Feel free to mention my name if your Reply. I'll be around to help!

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