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Join nowWe send hundreds of individual invoices to our customer and they pay us via ACH in a total instead of for each invoice. (Example we send 10 invoices for $200 each and they pay one ACH payment of $2,000)and usually attach a PDF file with all the invoice numbers. It takes a long time for us to go through each invoice and click to check off each payment. Is there anything available where we can make an excel file or something to import into quickbooks to make off a customer payment so it can be removed from the payment quicker? We spend almost 30-60 minutes a day trying to check off everything.
I'll help you import the payments and match it to the invoices, Gumina16911.
We can use the Bank Data option by following these steps:
Then, go to the Banking page and match the transactions.
Here are the steps:
Once you view the invoices, the status will now show as Paid.
Feel free to leave a comment if you have any additional questions about QuickBooks. We'll be around to help you some more. Thanks.
did you find a solution to this question? I have the same issue and I am hoping to resolve it.
If you are using QBO, you may prepare Receive Payments data with the following template
RefNumber | TxnDate | PaymentRefNumber | Customer | PaymentMethod | DepositToAccount | InvoiceApplyTo | LineAmount | PrivateNote | Currency | ExchangeRate |
1 | 28/11/2020 | 50245 | Janice Johnson | Check | Checking | 101 | 100.00 | |||
2 | 28/11/2020 | 4908 | Leonard Walker Inc | Check | Checking | 102 | 138.78 | |||
3 | 28/11/2020 | 4908 | Lisa Smith | Check | Checking | 103 | 126.50 |
then utilize an importer tool
https://transactionpro.grsm.io/qbo
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