transfer money from one customer to another

Hello there, Cerino2462.

I'd like to help and share what I know in processing payments in QuickBooks Desktop.

Tracking customer payment from one QuickBooks to another is easy. You just have to make sure that you've also created the customer's invoice to apply the payment to that customer.

Once you're done creating the invoice, you just need to track the payment/check and select the customer from there. Let me show you how to do it.

Here's how:

1. Open the invoice and go to Receive Payments button at the top.
2. Enter the amount, the date and the check number.
3. Make to also select Check from the payment method.
4. Click on Save & Close.

Once done, you may check the customers invoice if it still shows the balance.

I'm also adding this article to learn more about the customer transaction workflows: Get started with customer transaction workflows in QuickBooks Desktop.

Let me know if you still have questions or clarifications about customer payment. I'm always here to help. Have a nice day!

ok, in this case the client made his payment out to the other company I manage. So, I´ve already transferred the money from the incorrect company to the correct company but because the transfer is coming from my other company name I don´t know how to apply that money to the customer´s invoice.

Thanks for getting back to us, Cerino2462.

Let me share additional information on how to apply the money to the customer's invoice.

For the incorrect company, consider creating a Bank Deposit and Check affecting the bank and income account. Then, add a note that the transaction is for the incorrect payment.

For the correct bank, you'll have to record a customer's payment to clear the invoice. Here's how:

1. Go to the Customers menu, select Receive Payment.
2. In the Received From the drop-down, select the customer's name.
3. Enter the Amount received.
4. Make sure the date is correct, then choose the Payment method.
5. Select the invoice or invoices you'd like to pay.
6. To add a discount or credit, select Discounts and Credits.
7. Select Save & Close.

For future reference, you can check this article about reconciling accounts in QuickBooks Desktop.

Please let me know if there's anything else I can help you with regarding managing customer's payments. I'll be sure to get back to you.

I have the same issue on an ACH transfer.  I just need to move the payment from one customer to another.  These responses don't answer that fundamental question.  The responses just state how to process a payment.  Please note that the payment has already been processed.  I need to modify the payment to show a non payment on the one job/ customer it was erroneously paid for and move the payment to the correct customer.  Thank you.

Welcome back to the QuickBooks Community, samin. I've got steps so you can modify the payment to the correct customer in QuickBooks Desktop.

When a customer payment is applied to the wrong invoice or customer, simply create a check and choose the incorrect customer. Then, you have to make sure to choose Account Receivable on the Account drop-down list under the Expenses tab. 

Here's how:

1. Click the Banking menu at the top.
2. Choose Write Checks. 
3. Select the specific bank account and choose the incorrect customer on the Pay to the Order of field.
4. Go to the Expenses tab and choose Account Receivable on the Account drop-down arrow.
5. Click Save & Close.

Once done, you'll have to record the customer's payment to the correct customer. 

Then, you can read this article on how to transfer customer's funds from one customer to another: Transfer customer credit from one job to another in QuickBooks Desktop. I also suggest consulting an accountant. They'll be able to provide you with suggestions on how to properly handle the customer's payment that is applied to the incorrect customer, especially with the transaction to use to clear the customer's balance.

Lastly, you may refer to this article if you need steps on how you can easily keep track of your sales and expenses using predefined customer: Customize customer, job, and sales reports in QuickBooks Desktop.

Don't hesitate to let me know if there's anything else you need help with customer payments in QBDT. I'm always here to help, samin. Have a good one.

Thank you.  I just deleted the ACH payment and manually made a fake payment on the correct account so the customer has a credit.  I will have to confirm this worked once I get my bank statement.  Probably not the correct way to do it, but it meets my needs.  thanks

not for sure I understand that.  I need to delete the payment from the wrong customer or else it would not be paid by the correct customer.  Then I need to credit that same amount to the correct customer to make things balance out.  Anyhow, I just figured out a different way to do it.  Thanks though, I appreciate the response.