It's nice to see you here today, @johnrT,
Welcome to the Community. I can share some information about applying customer payments in QuickBooks Desktop.
If you're using QuickBooks Payments when processing ACH payments, you have the option to link it to your company file. This way you can send invoices that will be deposited directly into your bank account. Here's how:
- Click the Customers menu.
- Select Link Payment Service to Company File.
- Enter your User ID and Password and select Link Service.
- Click Transfer then Yes, transfer.
However, if you're using a different service, you can manually receive your customer payments. You can deposit them in the Undeposited Funds account to hold funds until you are ready to deposit them.
To do this, follow the steps below:
- Click the Customers tab.
- Choose Receive Payments.
- Enter the customer name in the Received From drop-down.
- In the Payment Amount field, enter the payment you received from the customer.
- Click the More button.
- Select Add New Payment Method button.
- Set up your payment method then click OK.
- Mark the invoices you want to receive the payment.
- Click Save & Close.
That should get you on the right track, @johnrT. Here's an article to guide you with recording customer payments in QuickBooks.
Should you need further assistance, please do not hesitate to contact me. I'm here to help you anytime. Have a great day!
