Can I link older payments received that show up in my transactions to a customer? I don't have Solopreneur invoices for these payments.

Yes, you can link older payments to your invoices. Let me walk you through the process, Christina.

As I understand that you’ve recently transitioned from Solopreneur to QuickBooks Online (QBO), correct? In this case, you'll have to make sure that an invoice has already been created. At the same time, the payment have been recorded as bank deposit. 

If these payments have already been entered in your QBO account as deposit, you can easily find and edit these transactions to link them to the correct invoice. To do so, follow the steps below:

1. Go to the Gear icon, then select Chart of accounts.
2. Find the account you deposited the payment to, then select View register.
3. Find and select the correct deposit. Then select Edit.
4. In the Add funds to this deposit section, find the deposit.
5. From the Received From dropdown, select the customer from where the deposit came from.
6. From the Account dropdown, select Accounts Receivable.
7. Click Save and close.

Once done editing, apply the deposit  as invoice payment. Here's how:

1. Click + New.
2. Select Receive payment.
3. From the Customer dropdown, select the customer’s name. This displays all unpaid and outstanding credits for your customer.
4. In the Payment date field, enter the day you received the payment.
5. In the Outstanding Transactions section, select the invoice you need to mark as paid.
6. In the Credits section, select the deposit.
7. Click Save and close.

After successfully linking your payments to the invoices, QuickBooks offers a variety of reports that allow you to verify the information and confirm that everything is accurate. Simply apply the appropriate filter to find the specific data you need. For more guidance, you can refer to this article: Customize Reports in QuickBooks Online.

If you have any further questions about linking your payments or need additional support as you get familiar with the QBO platform, please let us know so we can further assist you. Remember, keeping track of your reports will help you maintain clarity in your finances. Have a nice day!

Thanks for responding.

I have recently transitioned from doing a bunch of stuff on Excel to using QuickBooks Solopreneur. I do not have invoices created for these payments because I created my invoices before in Excel. Do I need to create new invoices in Solopreneur? I don't want to send new invoices out to anyone to do with these payments because I've already sent them invoices and been paid for them. As for the payments, some payments are bank transfers and others are checks deposited into my account. I appreciate any advice you have for me.

Thanks for responding.

I have recently transitioned from doing a bunch of stuff on Excel to using QuickBooks Solopreneur. I do not have invoices created for these payments because I created my invoices before in Excel. Do I need to create new invoices in Solopreneur? I don't want to send new invoices out to anyone to do with these payments because I've already sent them invoices and been paid for them. As for the payments, some payments are bank transfers and others are checks deposited into my account. I appreciate any advice you have for me.

Thanks for coming back, Christina. You don't need to create new invoices in QuickBooks Solopreneur.

The program allows you to import data in spreadsheet format. We can go to the Gear icon on the top menu and click Import data. As for the payments, we can mark the invoice as paid and select the bank account as the "Deposit to" account. Here's how:

1. Go to Get Paid.
2. Choose Invoices.
3. Select the invoice and click Record payment >
4. Tap the Deposit to dropdown and choose the destination account that receives the transfer or check payment.

Moreover, you can check out these articles on how QuickBooks Solopreneur works and how it’s different from similar QuickBooks products:

• Introduction to QuickBooks Solopreneur
• What is a solopreneur? Beginner's guide - QuickBooks

This thread is always open if you have additional questions about managing your invoices and payments or any QuickBooks Solopreneur-related concerns. We'll get back to you as soon as possible. Take care!

after editing the first part where to you select +NEW? in Invoices?

I'm delighted to see you here, @BexxG. You can locate the + New icon on the upper left corner and select the Receive payment option, not the Invoices.

Here's how:

1. After clicking the +New icon and choosing the Receive payment, go to the Customer dropdown and pick one to display their outstanding entries.
2. Select an invoice below by ticking the box beside it.  Then, enter all the necessary information.
3. Once done, enter Save and close.
   

Additionally, QuickBooks lets you create a personalized sales form based on your preferences. Check out this article to learn more: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Moreover, you can reach out to QuickBooks Live Expert Assisted to further enhance your way of organizing and managing your invoice transactions and payments.

Let me know if you have more questions about linking funds to your open invoices or any related concerns by leaving a reply below. Keep safe and have a good day!