How to post payment to open invoices from a bank deposit

Good evening, @yorkiemom2. 

Hey there newcomer! I'd be more than happy to provide you with some information on your issue. 

Have you tried the instructions listed in this guide to apply the deposit entry as an invoice payment? If you haven't, this would be the best route for your business. 

Keep us updated on if these instructions resolve your issue. It's my priority that you're able to get back to running your business as soon as possible. Have a great day! 

Thanks for your help!  I am a complete newbie to Quickbooks. I did all the steps to the T by going to the deposit and adding the customers/ selecting A/R  and then going to the Receive payments and applying the credit to the open invoice but  I did notice that on my checkbook  register after I finished marking the payments thru the receive payment instructions- apply credit,  that my register for checking shows the payment as A/R again on the register.  This looks to me like like I received the money twice, once in the deposit as A/R and then again thru the receive payment.  This is making my Quickbooks balance go up way higher than my actual checking account balance.  Before I started marking the payments received, both balances matched.  Any insight would be most helpful.

Should on the receive pmt screen change the deposit to field?  It defaults to my bank name. ?

Thanks for checking back with us, @yorkiemom2. 

So we can ensure you get the best possible help with your balances, I recommend consulting with your accounting professional. This way, your accountant can review your books and provide the right steps to get your accounts in order based on your business needs. 

If you don't have an accountant, don't sweat it. You can find one here in our Resource Center. 

Please know we are always here any time you need a helping hand. Take care! 

I will but was trying to get this initial set up handled myself.  I will be doing the day to day upkeep and our bookkeeper will be monitoring thru our quickbooks account.  Just trying to get insight from the community.  

In the payment received screen I was also putting the amount in the box under payment type that said received amount when I should have left it blank Since the credits were already showing at bottom.  Once I stopped doing that everything worked fine and no more double A/R showing. My quickbooks balance and bank balance are the same again. YaY!

I'm happy to hear that the balance on your QuickBooks account matches with what's in your bank, yorkiemom2.

Please know that you can always match open or paid invoices to payments downloaded from your bank. You can browse this article for instructions and detailed steps: Learn how to link a bank deposit to an invoice in QuickBooks Online.

Also, you'll want to review and categorize downloaded bank transactions before adding them to the bank register. And, reconciling is the process to match transactions in QuickBooks with what's in your real bank account.

Check out these articles as your guide.

• Categorize and match online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online.

Keep me posted if you have additional questions. I'm always always around here in the Community forum to answer your concerns.