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Hi @rachel5,
Welcome to the Community. I can help you with applying a check payment to an invoice.
It's always a good feeling when you see a customer payment. You can record the check payment with the following steps:
I'm including a brief video to serve as a visual guide:
For additional information on this process, such as how to use Undeposited Funds, I recommend the following articles:
That should take care of it. I believe that you'll have the check payment applied to the invoice in just a few clicks.
Please don't hesitate to let me know if I can be of further assistance. Wishing you well.
This post was very helpful, but I'd like to know what happens if I leave the "Deposit to: Undeposited Funds"?
My bank account where I made the check deposit is also linked to quickbooks. Will the accounting assume like I had 2 different Sales transactions and double count this check amount?
Thanks for sharing a reply in this thread, moderno.
When your deposit is downloaded from the Banking section, if it has the same amount and date, QuickBooks Online will automatically recognize a match. What you can do is check the payment then confirm it to match. This process will ensure that your accounting reports are accurate.
To match, you can follow these steps:
Here's a sample screenshot to see what it looks lie:
You can read these articles for more information:
Please feel free to leave a reply below. I'm just a post away if you need more help with your account. Take care and stay safe.
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