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robin-fennema
Level 2
 
Solved
Best answer February 06, 2020

Best Answers
Kristine Mae
QuickBooks Team

You'll have to add it as a deposit, Robin-fennema. This way, you can pay it to the invoice

 

You're right, you'll use Accounts Receivable to link it to the transaction. Then, manually apply it. I'll show you the steps.

 

First, here's how to record the deposit:

  1. Click the New or Plus sign (+) icon.
  2. Select Bank deposit.
  3. Under Add funds to this deposit, split the deposit.
  4. Select the customer, add the account, then enter the amount.
  5. Click Save and close

 

Then, link it to the invoice. Here's how:

  1. Open the invoice, then select Receive payment.
  2. Under Credits, select the split deposit.
  3. Click Save and close

You can also enter a split transaction into the register

 

You're welcome to post in the Community if you have other concerns. We'll be happy to work with you again. 

View solution in original post

1 Comment
Kristine Mae
QuickBooks Team

You'll have to add it as a deposit, Robin-fennema. This way, you can pay it to the invoice

 

You're right, you'll use Accounts Receivable to link it to the transaction. Then, manually apply it. I'll show you the steps.

 

First, here's how to record the deposit:

  1. Click the New or Plus sign (+) icon.
  2. Select Bank deposit.
  3. Under Add funds to this deposit, split the deposit.
  4. Select the customer, add the account, then enter the amount.
  5. Click Save and close

 

Then, link it to the invoice. Here's how:

  1. Open the invoice, then select Receive payment.
  2. Under Credits, select the split deposit.
  3. Click Save and close

You can also enter a split transaction into the register

 

You're welcome to post in the Community if you have other concerns. We'll be happy to work with you again. 

View solution in original post

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