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lamtech
Level 1

How do i Connect to Open Invoice?

 
1 Comment 1
Alessandra_B
QuickBooks Team

How do i Connect to Open Invoice?

Thank you for posting here in the Community, @lamtech.

 

Let me provide possible scenarios and help you connect your open invoice.

 

Are you trying to link a bank deposit to an invoice? If so, you only need to edit it to get it connected (or linked) to your open invoice.

 

Here's how:

  1. On the left panel, hover your mouse on Accounting, and click Chart of Accounts.
  2. Find the account you deposited the payment to, then select View Register.
  3. Locate and choose the correct deposit.
  4. Select Edit.
  5. On the Bank Deposit screen, scroll down to Add funds to this deposit, then find the fund you need to edit.
  6. In the Received From column, choose the appropriate customer name.
  7. In the Account column, select Account's Receivable.
  8. Click on Save and close.

However, if you're trying to connect a journal entry to an open invoice, please follow these steps:

  1. Click on the Plus icon (+), choose Receive Payment.
  2. Select the customer name.
  3. Don't make any changes on the form.
  4. Under Outstanding Transactions, select the invoice.
  5. Under Credits, select the journal entry to be applied as a credit. Note that the Credits section only appears if there is an unapplied customer credit. Make sure to record the journal entry correctly.
  6. Click on Save and close.

Moving forward, you can record customer payments by using the Receive Payment option. Just go to the Plus icon and choose Receive Payment. This way, you can easily track payments without the need of performing additional steps.

 

Feel free to read these article for additional information:

I'd love to ask for additional details if in any case you're trying to achieve something else. Also, always feel free to let us know if you have nay other questions.

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