I have received a direct deposit from a customer, but it's not connected to the invoice. Can you help me link the payment/deposit to the proper customer and invoice?

Hi John!

It's good to hear that you got a payment! I'm happy to help link it to your invoice.

To do this, you'll want to edit the deposit, categorize it as Accounts Receivable, and tag the customer's name in the Name field. This will turn that transaction into credits and can be applied as a payment to the invoice.

You can apply the credit by opening the invoice, clicking on Receive payment, and choosing the deposit in the Credits section. Please note that if you've turned on the auto-application of open credits feature, the credits will be auto-applied to any of the invoices of the customer, so you may need to edit the payment transaction and select the correct invoice to pay for.

Here's an article for your additional reference: Record invoice payments in QuickBooks Online.

You can always go back to this thread if you have any others in mind. Take care and enjoy the rest of the day.

Thank you for such direct information. That worked like a charm. One issue, though, was when I applied the credit, it applied it to two invoices. Is there a way to undo this transaction?

Thanks for getting back with the Community, john-altitude59-.

You can remove credits from invoices while editing them.

Here's how:

1. On your keyboard, press Ctrl + H.
2. Double-click the invoice and choose Apply Credits.
3. In your Previously Applied Credits window, clear the selection for your credit.
4. From the Apply Credits screen, hit Done.
5. Select Save and close.

I've also included a detailed resource about working with credits which may come in handy moving forward: Remove or unapply a credit from an invoice or bill

Please feel welcome to send a reply if there's any additional questions. Have a wonderful day!