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Customer payment import/upload

We send hundreds of individual invoices to our customer and they pay us via ACH in a total instead of for each invoice. (Example we send 10 invoices for $200 each and they pay one ACH payment of $2,000)and usually attach a PDF file with all the invoice numbers. It takes a long time for us to go through each invoice and click to check off each payment. Is there anything available where we can make an excel file or something to import into quickbooks to make off a customer payment so it can be removed from the payment quicker? We spend almost 30-60 minutes a day trying to check off everything.

1 Comment
QuickBooks Team

Re: Customer payment import/upload

I'll help you import the payments and match it to the invoices, Gumina16911.

 

We can use the Bank Data option by following these steps:

  1. Click the Gear icon located in the upper right-hand corner.
  2. Under Tools, click Import Data and choose Bank Data.
  3. Select the file to upload by clicking Browse.
  4. Click Next
  5. Choose the bank account from the QuickBooks Account drop-down menu and click Next.
  6. Map the columns by Date, Description and Amount.
  7. Click Next, and select the transaction you want to import.
  8. Click Next and then click Let's go!.

Then, go to the Banking page and match the transactions.

 

Here are the steps:

  1. On the left panel, click Banking.
  2. Click the Banking tab, and select the bank account where the transaction was imported.
  3. Find the transaction and click it to expand.
  4. Select the Find Match option.
  5. In the Find Match page, put a check mark on the invoices and then click Save.

Once you view the invoices, the status will now show as Paid.

 

Feel free to leave a comment if you have any additional questions about QuickBooks. We'll be around to help you some more. Thanks.

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