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ruthcasper
Level 1

An invoice was paid, posted to my bank account, but I don't know which customer or invoice the money posted too. Please let me know how to see this in quickbooks

 
1 Comment 1
Adrian_A
Moderator

An invoice was paid, posted to my bank account, but I don't know which customer or invoice the money posted too. Please let me know how to see this in quickbooks

Hi there, ruthcasper.

 

You can track the invoice that was posted on your bank through the Advanced Search link.
 

Here's how:

  1. In the upper right corner, click the Search (Magnifying) icon then, click the Advanced Search link.

     
  2. In the upper box drop-down, choose Invoices, then choose Amount.
  3. Enter the amount in the Enter Amount drop-down.
  4. Click the Search button.

 

 

If still you cannot find the transaction, you can reach out to your bank to check if you can ask for the name of the customer who deposited the payment.

 

Let me know if you need further assistance.

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