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I am making bulk deposits for customer checks. How do I line itemize the bulk deposit so it will close the open invoice as paid and not add an additional customer pymt?

 
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QuickBooks Team

Re: I am making bulk deposits for customer checks. How do I line itemize the bulk deposit so it w...

Hello there, @rockymountainmai.

 

I'm glad you've reached out to the Community. Let me share some details about applying invoice payment in QuickBooks Online (QBO). 

 

Currently, QBO doesn't have an option to apply the bank deposit automatically to open invoices that will mark the status as closed. Instead, you need to apply the payment using the bank deposit manually to each open invoices. 

 

You can check this article for the detailed steps on how to record a customer payment

 

If you need further assistance with the steps, I recommend contacting our QuickBooks Online Support Team. They have additional tools to pull up your account and do a screen-sharing.

 

Here's how to contact our customer support:

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?) at the top right.
  3. Select Contact Us to connect with a live support agent.

Since the option you're looking for is currently unavailable, I'll make sure to take note of this and will inform you once we receive product enhancement update about the availability of this option. 

 

Please know that I'm just a post away if you have any other questions about invoice transaction. Wishing you and your business continued success! 

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