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Hi, janelle1.
Thanks for contacting the Community with your question about recording ACH payments that have been made into invoices. I'd be glad to lend a hand.
There are just a few steps to record ACH payments from invoices in QuickBooks Online. Here's how:
1. Click the Sales tab in the left navigation bar.
2. Make sure Invoices is selected at the top of the page.
3. Choose Receive payment beside of the invoice you need.
4. The Receive Payment page will open. You can also choose to add any outstanding transactions here.
5. Click Save and new or select the drop-down to choose Save and close.
You're all set. I've got an article for you that offers additional details about recording customer payments. You can check it out here: https://quickbooks.intuit.com/community/Payments/How-to-record-a-customer-payment/m-p/186418.
Keep up the great work and please let me know if you have any other questions. Take care.
Are there additional steps to take if your banking information (deposits and ACH) automatically uploads to Quickbooks? It seems to be making a bit of a mess of things and I'm not sure how to fix it.
Welcome to the Community space, APMI.
I'll go over how to handle uploaded bank information in QuickBooks Online.
When a customer pays you through QuickBooks Payments, the invoice in QuickBooks Online (QBO) is automatically marked as paid. The payment will be deposited into the Undeposited Funds account.
You can make a bank deposit from Undeposited Funds to your bank or checking account. After that, match the deposit to the downloaded bank transaction. I'll show you how.
For your reference, you can read this article for more insights: Categorize and match online bank transactions in QuickBooks Online.
Once everything is in order, I recommend that you reconcile your account every month to ensure that your QuickBooks balance matches the balance on your bank or credit card statement. For a complete guide, see this link: Reconcile an account in QuickBooks Online.
Do you have additional questions about bank feeds? Please add any details in the comment below. I'll be here to help you.
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