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rachel5
Level 1

How do you apply a check payment to an invoice?

 
3 Comments
David-212915
QuickBooks Team

How do you apply a check payment to an invoice?

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:

 

  1. Click the Plus sign and select Receive Payment.
  2. Choose the name of the customer, date of payment, and Check for the payment method. 
  3. Enter the amount of the payment and select the invoice to apply the payment to. 
  4. Click Save.

 

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. 

moderno
Level 1

How do you apply a check payment to an invoice?

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?

RenjolynC
QuickBooks Team

How do you apply a check payment to an invoice?

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:

 

  1. Go to Transactions or Banking > For review.
  2. Find the deposit and check the payment 
  3. Click Confirm to match.

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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