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Best answer November 12, 2021
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I've got your back in depositing a customer payment (check) and creating a credit memo in QuickBooks Desktop (QBDT), @firechaser. This way, you can keep your sales and income transactions updated.
When you've already deposited the payment check in the bank, you'll have to record and make a bank deposit transaction in QBDT. Please note that only those currently in your Undeposited Funds account appear in the Bank Deposit window. Here's how:
- Go to the Banking menu.
- Select Make Deposits.
- In the Payments to Deposit window, select the payments you want to deposit or combine. Then select OK.
- In the Make Deposits window, select the account you want to put the deposit into from the Deposit To dropdown.
- Check the deposit total. Make sure the account and selected payments match the deposit slip from your bank. Use your deposit slip as a reference.
- Enter the date you deposited at your bank.
- Add a memo as needed.
- When you're done, select Save & Close.
Once you're done, create a credit memo for your customer. This will record the second check they've sent you for the same invoice. To do this, here's how:
- Go to the Customers menu.
- Select Create Credit Memos/Refunds.
- From the Customer:Job drop-down, select your customer.
- Enter the items you're giving credit for and all other info needed.
- Click Save & Close.
Then, decide on how to handle the customer credit. You can either retain it as available credit, give a refund, or apply it to an invoice (open). To know more about the process and choose the appropriate action to take, you can refer to Step 2: Choose how you want to handle the credit section in this article: Give your customer a credit or refund in QuickBooks Desktop for Windows.
Also, to learn the different ways you can track customer transactions in QBDT, I'd recommend checking out this article: Get started with customer transaction workflows in QuickBooks Desktop.
Please don't hesitate to keep me posted on how it goes. Let me know if you have other concerns about depositing invoice payments and depositing them in QBDT. I'll gladly help. Take care always, @firechaser.
I've got your back in depositing a customer payment (check) and creating a credit memo in QuickBooks Desktop (QBDT), @firechaser. This way, you can keep your sales and income transactions updated.
When you've already deposited the payment check in the bank, you'll have to record and make a bank deposit transaction in QBDT. Please note that only those currently in your Undeposited Funds account appear in the Bank Deposit window. Here's how:
- Go to the Banking menu.
- Select Make Deposits.
- In the Payments to Deposit window, select the payments you want to deposit or combine. Then select OK.
- In the Make Deposits window, select the account you want to put the deposit into from the Deposit To dropdown.
- Check the deposit total. Make sure the account and selected payments match the deposit slip from your bank. Use your deposit slip as a reference.
- Enter the date you deposited at your bank.
- Add a memo as needed.
- When you're done, select Save & Close.
Once you're done, create a credit memo for your customer. This will record the second check they've sent you for the same invoice. To do this, here's how:
- Go to the Customers menu.
- Select Create Credit Memos/Refunds.
- From the Customer:Job drop-down, select your customer.
- Enter the items you're giving credit for and all other info needed.
- Click Save & Close.
Then, decide on how to handle the customer credit. You can either retain it as available credit, give a refund, or apply it to an invoice (open). To know more about the process and choose the appropriate action to take, you can refer to Step 2: Choose how you want to handle the credit section in this article: Give your customer a credit or refund in QuickBooks Desktop for Windows.
Also, to learn the different ways you can track customer transactions in QBDT, I'd recommend checking out this article: Get started with customer transaction workflows in QuickBooks Desktop.
Please don't hesitate to keep me posted on how it goes. Let me know if you have other concerns about depositing invoice payments and depositing them in QBDT. I'll gladly help. Take care always, @firechaser.
