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Level 3

Receiving payments from invoices

Hi, 

Another day, another question.

When sending an invoice, is there a way to set up which account should be used for payment? 
For example, I have 4 different accounts and when I send an invoice I would like the funds to be deposited into one of these 4 accounts. 

Is there a way to do that? 

I will be really grateful 

Solved
Best answer January 09, 2019

Best Answers
Intuit

Receiving payments from invoices

Hello,

 

If your customer is paying the invoice online through QuickBooks, then you can select which bank account the funds are deposited into, but you can only use 1 account for ALL payments.

 

If you're recording the payments manually into QuickBooks and then taking the cash/checks to the bank to deposit, then yes you can select ANY bank account to deposit the payment into in QuickBooks.

View solution in original post

9 Comments 9
Intuit

Receiving payments from invoices

Hello,

 

If your customer is paying the invoice online through QuickBooks, then you can select which bank account the funds are deposited into, but you can only use 1 account for ALL payments.

 

If you're recording the payments manually into QuickBooks and then taking the cash/checks to the bank to deposit, then yes you can select ANY bank account to deposit the payment into in QuickBooks.

View solution in original post

Highlighted
Level 1

Receiving payments from invoices

Hi Marshall,

I would like to create a report with at least 2 columns:
- customer invoice number

- payment date

It seems that in the AU version there is a report called 'Invoices and Received Payments'

Could you please help me to have such report?

Many thanks,

Alain 

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QuickBooks Team

Receiving payments from invoices

Hello there, Sonia Muller.

 

Currently, in the Customise report feature the Rows/ Columns feature can't be modify as what you would like it to be. There's just no option to put it specifically in a row or in a column position. The Payment date of the invoice is listed in a row position. No worries, I'll send this to our product developers as a feedback so that they can assess this and include this in the future update.

 

You can still continue to target getting the report with the Customer Invoice number and the Payment date. Here's how:

 

  1. Go to the Reports and enter, "Invoices and Received Payments" in the search box.
  2. Click Customise report button.
  3. Go to the Rows/Columns section and make sure to include the Date and Transaction type by checking the box.
  4. You can also arrange the items by click and dragging the mouse cursor on the dotted square beside the item.
  5. Verify the the customization and hit Run report once done.

 

I have here a screenshot for your additional reference.

 

reports in AU.jpg

 

I include this article to help you figure out the best way to customize your financial reports: Customize reports in QuickBooks Online.

 

Loop me in if you need anything else. I'll be a few clicks away. Stay safe.

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Level 1

Receiving payments from invoices

Hi,

As already mentioned this report is not available, I don't know why.
Please look at the print screen here below:

QBReport.png

Thanks for your support,

Alain

Highlighted
Moderator

Receiving payments from invoices

Thanks for keeping in touch with us here, Alain.

 

I'd like to add some information about the Invoices and Received Payments report in QuickBooks Online.

 

You can run this report regardless of the subscription plan you have. You can manually search this report under the Who owes you section. Let me refer you to the screenshot below.

 

 

Though there's no option to modify the columns on this report, you can still customize it to show the invoice number and payment date. Just click the small Gear Icon and tap Show More. Be sure to check the boxes for Num and A/R Paid.

 

 

Let me know if you're able to view this report. I'm here to help you further if you have follow-up questions. Thanks for dropping in and have a magnificent rest of your week.

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Returning Member

Receiving payments from invoices

We can't understand how it happened but it's like we have paid ourselves. Quickbooks took the money from My boyfriend's Mastercard.

So what we need now is to have the money back on the Mastercard. We need it.

Pls, tell us what we have to do to transfer easily it back to our Mastercard.

Thahnk

Highlighted
QuickBooks Team

Receiving payments from invoices

Thanks for joining in on this thread, @Corysfiancee.

 

If you're needing to transfer money between accounts in QuickBooks Online, then you can use the Transfer feature. This is the easiest method to move the money to the proper accounts. I've provided the steps below on how to do this process:

 

  1. Go to the +New button on the left-hand menu, then select Transfer.
  2. In the drop-down for Transfer Funds, then select the account the funds are coming out.
  3. For the drop-down for Transfer Funds To, choose the bank account the money is being deposited. This would be the Mastercard account.
  4. Enter the amount in the Transfer Amount field.
  5. Hit Save and close.


Here's a Community article with detailed information about moving transactions in QuickBooks Online: Transfer funds between accounts.

 

Please don't hesitate to reach back out if you have any additional questions. Have a great rest of your day.

Highlighted
Returning Member

Receiving payments from invoices

Hi

thank the answer, but it's not what I would do.

I want to transfer my money that's on quickbooks on my Master Card.

It is possible to do it from the Transfer page

 

What Have I to do?

Can you pls contact me via mail and phone?

As soon as possible

Thank

Highlighted
QuickBooks Team

Receiving payments from invoices

Hey, @Corysfiancee

 

Thanks for reaching back out to the Community. The best way to transfer money between accounts is by following the steps that my colleague provided above. QuickBooks Online doesn't hold money it just records it for you. You'll need to do the transfer outside of QuickBooks. 

 

If you're still having trouble, you can always contact our Customer Support Team. They have additional tools to help ensure the transfer is successful. Here's how: 

 

  1. Go to the Help icon. 
  2. Click Contact Us
  3. Type in your question and press Let's Talk
  4. Scroll down and choose to Get a Callback

 

It's that easy. If you have any other concerns, please let me know. I want to make sure all of your concerns are addressed. Take care!

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