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Zelle Payments from customer

Hello all, not much info about this.


I received a payment from a customer via Zelle into my Chase account.


How do I record this payment in QB Desktop 2018? There is no option for Zelle

1 Comment 1

Zelle Payments from customer

You can connect Zelle to your Bank Feeds in QuickBooks, Daimyo68.


When you connect Zelle, you can download the payments into QuickBooks. If there are existing transactions like invoices in the program, you can match the payments to them. You can also add them in QuickBooks for recording purposes.


Here's an article for the detailed steps to add and match Bank Feed transactions.


Don't hesitate to let me know if you have questions.

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