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DHBilling
Level 1

Can our check payments be scanned and matched to invoices?

When we send out invoices, some of our customers opt to pay by mailing us a paper check.

 

Is there a way to have these checks scanned (via OCR or some other option) and matched to the invoices that they are paying? We currently do this manually and it is very time consuming. Would we need to use a QuickBooks checking account to mobile deposit the checks into the account?

3 Comments 3
ChristineJoieR
QuickBooks Team

Can our check payments be scanned and matched to invoices?

Hello there, @DHBilling.

 

I recognize you need a hassle-free uploading attachment in QuickBooks Online. I'm here to share more information about these check payments.

 

Since the only option is to upload them manually, you can look for a third-party application that integrates with QuickBooks Online. There is a list of apps available that offers features that you require for scanning documents. To find the right apps for your business, visit the link: QuickBooks App Center.

 

However, if you need a convenient way to deposit checks you receive from your customers, Sign up for QuickBooks Payments and QuickBooks Checking and use mobile check deposit. Once approved, you can deposit checks without going to the bank. 

 

To learn further insights and see the mobile check deposit requirements, feel free to view this article: Find out more about mobile check deposit.

 

You're always welcome to post your other concerns in this thread concerning handling payments. I'm here together with my colleague to help you out. Take care!

DHBilling
Level 1

Can our check payments be scanned and matched to invoices?

So to be clear, Quickbooks Checking does not offer check scanning to assist us in matching check payments to invoices?

MJoy_D
Moderator

Can our check payments be scanned and matched to invoices?

I can share some information with QuickBooks Checking, @DHBilling.

 

The feature to scan checks in QuickBooks Checking to match payments to invoices is a great addition to the current features that we have, so I'll take note of that. I also encourage you to leave feedback from within the product. 

 

Here are the steps:

 

  1. Go to the Gear icon and select Feedback.
  2. Provide your product suggestion. 
  3. Click on Next to submit feedback.

 

You can check out this article for more information about providing feedback to make the program better: How do I submit feedback?.

 

To get all the details about QuickBooks Checking and envelopes, check out this article: Learn more about QuickBooks Checking

 

When you receive payments from the invoices, here's how to record them in QuickBooks: Record invoice payments in QuickBooks Online.

 

Let me know if you need further information about QuickBooks Checking. I'm always glad to help in any way I can. Have a great rest of the day! 

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