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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 01-09-2019

Best Answers
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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

5 Comments
Highlighted
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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