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I appreciate you sharing additional information. I truly understand how valuable your time and efforts are. I'm here to help record these transactions. Consider me your partner in this, @blueview1901.
In your case, we can create a bank deposit with the total amount of each invoice and split it when we use the Receive Payment feature. Make sure to select the Accounts Receivable as the account.
Here is the step-by-step guide:
Please see the attached screenshot for a visual guide.
Now, let's open one associated invoice.
For future reference, you can set up automatic invoice reminders, which saves you the hassle of manually tracking due dates. Check out this article on how to set this up: Send invoice reminders automatically.
I appreciate all the efforts you've already put in. I'm here to assist you every step of the way, so tell me how it goes after following the steps above. I hope everything goes well, @blueview1901!
Good morning, @blueview1901.
How's your day going so far? I hope all is well.
You can certainly split a single deposit from a customer in QuickBooks Online. I'm including some steps to help walk you through the process below.
That should do the trick. For additional information, check out Add a Deposit to an Invoice in QuickBooks Online.
I also wanted to mention our new QuickBooks Live Expert Assisted Bookkeeping. Here you can find help with tricky accounting questions to make the bookkeeping process a breeze. Our team of experts can help with common issues such as:
Please know I'm here if you have further questions or concerns. Don't hesitate to reach back out. Have a good one!
Good morning, thank you but that doesn't help. Here us the scenario. 1 customer check payment $400. One invoice $125. 2nd invoice $150. 3rd item is a non-invoiced item of $125 for service, tota; $400.
When I go to SALES>INVOICE>EDIT there is NOTHING THERE about DEPOSIT.
I appreciate you sharing additional information. I truly understand how valuable your time and efforts are. I'm here to help record these transactions. Consider me your partner in this, @blueview1901.
In your case, we can create a bank deposit with the total amount of each invoice and split it when we use the Receive Payment feature. Make sure to select the Accounts Receivable as the account.
Here is the step-by-step guide:
Please see the attached screenshot for a visual guide.
Now, let's open one associated invoice.
For future reference, you can set up automatic invoice reminders, which saves you the hassle of manually tracking due dates. Check out this article on how to set this up: Send invoice reminders automatically.
I appreciate all the efforts you've already put in. I'm here to assist you every step of the way, so tell me how it goes after following the steps above. I hope everything goes well, @blueview1901!
THANK YOU THANK THANK YOU! That solves my problem!
I'm glad to know that the resolution provided by my colleague was able to help you resolve the issue you had with splitting a transaction, @blueview1901.
For future reference, you can read this article to help you reconcile your accounts in QuickBooks Online: Reconcile an account in QuickBooks Online.
Don't hesitate to click the Reply button below if you have other concerns with managing bank transactions in QuickBooks Online. The Community is always here to help. Have a great day.
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