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userdprouty
Level 1

How do I process payments received in to my bank account from credit cards and atm payments so it appliesto the proper invoices?

 
3 Comments
MirriamM
Moderator

How do I process payments received in to my bank account from credit cards and atm payments so it appliesto the proper invoices?

Welcome to the Community forum, @userdprouty.

 

I can help share some insights about processing invoice payments.

 

In Intuit, we have QuickBooks Payments that let you accept credit cards, debit cards, and ACH bank transfers for invoices you send and sales you make. It will sync with QuickBooks Online (QBO) automatically in which it'll categorize each processed payment on your chart of accounts. Then, once payment is processed, the money is put in the bank account you used when you signed up for QuickBooks Payments. 

 

If you're still unable to sign up for QuickBooks Payments, here's what you'll need to do:

  1. Sign in to QuickBooks Online as an admin.
  2. Go to the Gear icon at the top.
  3. Choose Account and Settings.
  4. In the left menu, select Payments
  5. In the QuickBooks Payment section, select Learn more
  6. Follow the onscreen instructions. 

Take a look at this article for more details: Sign up for QuickBooks Payments.

 

Additionally, to learn more about how to accept customer payments, see below links:

You may also find this helpful in the future: Process a credit card payment in QuickBooks Online.

 

Keep me posted if you need additional information about processing invoice payment. I'll be around if you need help.

SB53
Level 1

How do I process payments received in to my bank account from credit cards and atm payments so it appliesto the proper invoices?

What if the person that ran the credit card had issues (her computer just shut down) before the payment could record in quickbooks?  The payment shows up in merchant services and our bank account but not in quickbooks.

LieraMarie_A
QuickBooks Team

How do I process payments received in to my bank account from credit cards and atm payments so it appliesto the proper invoices?

Not to worry, @SB53. I'm here to guide you in recording this in QuickBooks.

 

You can manually enter them in QuickBooks. Once recorded, you'll be able to match them on the banking page. Make sure they have the same date, amount, and account so it will find a match for you. 

 

Here's how:

  1. Go to the +New button.
  2. Select Receive Payments.
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  3. Select the name of the customer from the drop-down menu.
  4. Enter the payment date and method.
  5. Under the Outstanding Transaction section, select the invoice/s.
  6. Click Save and close.

 

For additional information, you can check this article: Record invoice payments in QuickBooks Online. This provides steps on how to receive and categorize invoice payments in QuickBooks Online.

 

Once done, you can categorize and match it with the downloaded bank transaction. 

 

Should you have additional questions about matching your payment transactions. I'm always here to help.

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