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Level 1

How can I see the invoice associated with a direct deposit payment?

When looking at deposit payments, I'd like to be able to know which invoices each payment relates to. As an example, in the screenshot below you will see a $150 direct deposit from one of my clients to whom I send invoices in the amount of $150 every month via Quickbooks Online. How do I know which of those invoices was paid by the $150 payment shown in this screenshot?

screenshot-c27.qbo.intuit.com-2020.03.26-16_45_43.png

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Moderator

How can I see the invoice associated with a direct deposit payment?

Good morning, @dreamerdad!  

 

Thanks for the question!  I can give you some options for finding the invoice associated with a direct deposit.  You can't from this screen, directly, but you do have a couple of ways.  

 

Option 1: Go to the deposit in your register and open it from there.  The payment will show in the QuickBooks Payment section.  Open the payment and it will have a check next to the invoice it was for.

 

Option 2: Search that transaction ID number in the QBO search window.  This will find the payment, which will show the invoice checked.

 

I hope that helps!

 

Lucas

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