I usually deposited multiple checks from various customers via ATM/person, when I do bookkeeping in QBO I can see my deposit, let's just $5000.00 and I deposited 5 checks from different customers each check is $1000.00. I usually split the transaction and put the customer/company name and the amount they paid and confirm it. But I feel that I'm doing double the work because after doing the split transaction, I have to go to each individual customer account, received the payments/invoices that they paid, and repeat the same process to my other 5 clients. When I do one check deposited, QBO finds the corresponding or matches the invoice and I just confirmed it and that's it, I do not need to go back to the client's account and received the payment. This also happens when I take multiple card payments in my office. I'm new to QBO, I have been using it for about a month and still learning. Please help
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Hello there, SG2005. I'll provide some information to assist you in completing the QuickBooks tasks.
We can only split a downloaded transaction into multiple categories in QuickBooks Online. You can use the Receive payment feature to pay your invoice. Ensure that the account to use is Undeposited Funds.
Once done, use make deposits when you get back from the bank. Put a checkmark on the payments, select the bank account you deposited to, and ensure the amount in QB matches the actual deposit.
You can use these articles for additional reference on how to handle customer payments:
If you need any additional assistance with customer payments, I'll be here to help.
Hello there, SG2005. I'll provide some information to assist you in completing the QuickBooks tasks.
We can only split a downloaded transaction into multiple categories in QuickBooks Online. You can use the Receive payment feature to pay your invoice. Ensure that the account to use is Undeposited Funds.
Once done, use make deposits when you get back from the bank. Put a checkmark on the payments, select the bank account you deposited to, and ensure the amount in QB matches the actual deposit.
You can use these articles for additional reference on how to handle customer payments:
If you need any additional assistance with customer payments, I'll be here to help.
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