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perryfinancial
Level 1

How do I get the funds that were paid on an invoice via cc into my checking account?

 
1 Comment 1
Angelyn_T
QuickBooks Team

How do I get the funds that were paid on an invoice via cc into my checking account?

Hi, @perryfinancial.

 

I'm here to share with you some information about handling invoice payments in QuickBooks Self-Employed (QBSE).

 

If you use QuickBooks Payments for your invoices, the system automatically applies and records the payments for you. If not, you can manually track the payments in QBSE.

 

  1. Open your QBSE account, then go to the Invoices menu.
  2. Look for the invoice you want to update, then click on Mark as paid. You can also select Send receipt to send your customer proof you received their payment.

 

With QuickBooks Payments, here's how you can check when QuickBooks deposits customer payments into your bank account.

 

Moreover, I've added some links to learn more about QuickBooks Self-Employed invoicing:

 

 

If you have any other questions about invoices or payments, please let me know by adding a comment below. I'm more than happy to help. Have a good one!

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