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brastedhouse
Level 2

Customer Payments cleared and not cleared question

Good morning,

In the list "Customer Payment" I have checks that are marked as cleared and some that are not marked as cleared. I Receive a check for an invoice. I click on the "Receive a payment for this invoice" and then fill out the info in the payment screen and save it. In September I changed from clicking the button at the bottom to of that screen "from Group with other undeposited funds" to "Deposit to Operating Account" (the checking account). I deposit all checks via my phone to the bank and they are available that day. So I do not have any lag time between receiving them in Quickbooks and them being in the operating account. So it seems to me to be more logical to directly deposit them to that account in the payments screen and skip the "Make Deposits" step. But that changed them from appearing with a stamp as "Cleared" and now not. Is this a problem or should I just go on and not worry about it?

Best, Scott

 

Solved
Best answer December 14, 2020

Best Answers
MaryLurleenM
Moderator

Customer Payments cleared and not cleared question

There are two ways to record customer payments, brastedhouse.

 

You can use the Group with other undeposited funds, or use the method you're doing right now which is Deposit to the checking account.

 

The only difference is you'll need to manually change the payment transaction status to clear on your Chart of Accounts.

 

Check out these invoicing articles for more information:

Let me know if you have any other questions. I'm always here to help

View solution in original post

2 Comments
MaryLurleenM
Moderator

Customer Payments cleared and not cleared question

There are two ways to record customer payments, brastedhouse.

 

You can use the Group with other undeposited funds, or use the method you're doing right now which is Deposit to the checking account.

 

The only difference is you'll need to manually change the payment transaction status to clear on your Chart of Accounts.

 

Check out these invoicing articles for more information:

Let me know if you have any other questions. I'm always here to help

View solution in original post

brastedhouse
Level 2

Customer Payments cleared and not cleared question

perfect, thanks.

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