Streamlining payment and invoice processing requires an individual entry for every deposit, italianlane1211. However, the seamless way QuickBooks can efficiently help you is the current approach you're having.
In QuickBooks Online (QBO), manually creating invoices for each customer and matching their payment once paid is the standard processing the program offers. With that, you can continue doing the usual workflow you've mentioned in option two for smooth and ideal invoicing.
On the other hand, I suggest reaching out to Faire and seeking guidance in integrating their platform into QBO. Doing so will help alleviate your invoice processing and won't require you to enter sales entries in the online program.
However, if you still want an easier method, I recommend visiting our app market to look for third-party providers that can help manage your customer sale transactions. You may also follow these steps in finding applications within your QBO account:
- Sign in to your QBO account.
- Select Apps from the sidebar menu, then go to the Find Apps tab.
- Enter a keyword in the search bar or click the Browse category button to filter the results.
Once everything looks good, here's how to record customer-paid invoices and review these entries to ensure they always match your bank and credit card statements:
Additionally, you'll want to seek additional guidance from our Live Expert Assisted team to help you keep track of your overall transactions.
For any queries that come to mind when managing invoices in your account, you can always reply on this thread. Our team is here to help. Stay safe.
