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rcchats
Level 1

I have invoices that got paid buy the customers. Intuit sends one payment to my bank for many invoices. Is there a way to see what exact invoices were on that deposit?

Lets say I have 20 invoices in the amount of $5,000 total all different dates. I receive a bank deposit for $2,245.00. The problem is what specific invoices did Intuit pay me on my deposit?
1 Comment 1
Rea_M
Moderator

I have invoices that got paid buy the customers. Intuit sends one payment to my bank for many invoices. Is there a way to see what exact invoices were on that deposit?

Hello there, @rcchats.

 

Let's log in to the Merchant Service Center so you can see what specific invoices were paid on your deposits sent by Intuit and effectively manage your income transactions in QuickBooks Self-Employed (QBSE).

 

Each day, QuickBooks Payments combines all of your customer payments (paid invoices) for the day into a single record. To check what specific invoices were paid, you'll need to log into your payments account. Here's how:

 

  1. Sign in to the Merchant Service Center.
  2. From the homepage, select Activities & Reports.
  3. Choose Deposits.
  4. Select the date range in the Dates field.
  5. Select Search.

 

Once you're done, go back to your QBSE account and categorize your downloaded payment transactions. Then, go to the Invoices menu to verify that your invoices are marked as paid. QuickBooks Payments will do this for you automatically. You can learn more about this by checking out this article: Create invoices in QuickBooks Self-Employed.

 

Now that you've identified the paid invoices, you may also want to check out this article as your reference on how QuickBooks Payments handles your deposit and funds: Find out when QuickBooks Payments deposits customer payments.

 

That's it. Please let me know if you have other concerns about managing invoices and payment transactions in QBSE. I'm always ready to help. Take care, and have a great day, @rcchats.

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