How do i record a payment made to a vendor using zelle? it is currently showing up as a transfer but it isnt a transfer between accounts it is a payment to a vendore

Good day, denciso0,

I'm here to help record a payment you've made for your vendor in QuickBooks Online.

You'll want to change the option to Add. Doing this will not post the payment as transferred on your register.

To do so, please follow the steps listed below:

1. Go to Banking from the left navigation bar.
2. Select the bank where the payment is posted.
3. Go to For Review, then locate the transaction.
4. Click it to expand.
5. Choose Add from the option.
   

Once done, you can review, match, categorize. and add your transaction to your register.

Keep me posted if there's anything else I can help you today. Just tag my name, and I'll get back to you.

@MaryLandT what are the steps for QBO if it is already recorded? 

Thanks for joining us, @DecaturInvestor.

I'll walk you through the steps on how to record your vendor payments. If the payment transactions were downloaded on the banking page, you'll want to match them with your QuickBooks transactions. ​Match means QuickBooks matched the downloaded transaction with the one you already entered. This links them together so you don't get duplicates.

Here's how to do it:

1. Find a downloaded transaction with the Match option in the Action column.
2. Select the downloaded transaction to expand the view.
3. Review the Matching records found in QuickBooks. Then, choose the link next to each match to get more details.
4. Make sure this is the correct match. In particular, review the Deposit to, Payment method, and Bank account fields on forms for the existing transaction in QuickBooks.
5. If this is the correct match, close the open transaction.
6. Click ​Match​.

Want more details? Check out this guide: Categorize and match online bank transactions in QuickBooks Online.

Once you're ready, you can proceed with the reconciliation of your account. Refer to this article for the step-by-step instruction: Reconcile an account in QuickBooks Online.

Drop your reply anytime if you still have questions or concerns about vendor payments. I'll be here for you. Have a great day.

New to QBO recording Zelle payments by customers.  When the transaction comes in from the bank, what do I need to do to proper credit to the customer?

Hi usercanadahillsestat,

I'll guide you through recording the downloaded bank transaction as an invoice payment.

Can you please clarify how your customer sent the payment? Was it sent from his Zelle to your bank account, or it was sent to your Zelle account (if you have one), and then you transferred to money to your bank account?

If the payment was sent from Zelle to your bank account and is now downloaded to the Banking page, it should find the invoice as a matching entry. Then, all you have to do is click the Match option to pay the invoice.

If you paid the invoice prior to getting bank feeds, the downloaded transaction should identify the payment as a matching entry. If the payment is deposited, the deposit will be a matching entry of the downloaded transaction.

If you're seeing "Record transfer" instead of "Match", you'll want to click on the transaction and click Find match to locate the invoice as a matching entry.

Here are a couple of articles for your additional reference:

• Categorize and match online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

Please don't hesitate to go back to this thread if yo need more help. Good evening!