Good day, leftcoastinspect.
I can help you go over to your split deposits and have those invoices paid. Let's get started.
If you have a deposit to pay for the invoice, you'll need to make sure that the account used for the deposit is the Accounts Receivable then select a customer.
To change the account used for split deposit, you can go to the register and edit it. See the steps below.
This way the deposit will show as available credit when you receive a payment for the invoice.
I'm leaving some articles that you might find helpful:
For personal account questions, feel free to reach us. Here's how:
Keep me posted if you need more help regarding split deposits and invoices in QuickBooks. I'll be around to help.
I have done what you suggested but these items still show up in my overdue invoices
You'll want to make sure the deposit has the exact amount of your invoice. This process will change the invoice status to paid. I can help you verify the deposit.
If you're unable to view the deposit, you can go back to your bank register and change the account to A/R (Accounts Receivable).
You can pull up the Transaction Detail by Account report and filter it to view your split deposits.
You might also want to check this article for future help: Income and expenses for QuickBooks Online.
Please know that we're always here if you have other questions. Feel free to reach out anytime.
This doesn't work as these invoices have no payment. It seems that when the payment is part of a split deposit it doesn't match up to the invoice.
Thank you for the response, @leftcoastinspect!
Let's review all the details of your unpaid invoice so you can mark it as paid in no time.
First off, the transaction fees or the amount of your invoice may be the reasons why you're unable to match it with a deposit.
In addition, you're only able to match a deposit with an invoice if they have the same exact amount or the invoice amount is lesser than the deposit.
Also, you'll have to create a Receive Payment transaction to match your invoice and deposit if your deposit is a downloaded bank transaction. And then match them from there. Please see the screenshot I've included below.
Thus said, you can follow the detailed steps outlined by my colleague, @RoseMarjorieA, so you can successfully match your invoice and deposit.
Lastly, you can also visit our Help Articles page for QuickBooks Online if in case you need to learn some tips and related articles in the future.
As always, you can leave a comment below or start a new thread if you have any other concerns. I'll be keeping an eye for your response.
Thanks for the help.
So I am only having problems with split deposits, where 2 or more invoices are uploaded from my bank. They are all in A/R Accounts Receivable.
There are no transaction fees and I have checked all the amounts several times and they all match.
If I create another "Receive Payment" transaction it will add the amount into my account a second time.
Thanks for doing a follow up, leftcoastinspect,
Allow me to join the thread and share some additional information when matching transactions.
If you'd want to match the deposit with multiple transactions, here's what you'll need to do:
However, if you'd create Receive Payment transaction, then all you need to do is to find match the Receive Payment transaction to the deposit.
To learn more about matching bank transactions, you can refer to this article: Match and categorize your downloaded bank transactions.
For future reference, you may find below articles helpful:
If you need further assistance while working in QuickBooks, please let me know. You can always count on me.
Thanks for providing additional information about the split deposit, @leftcoastinspect.
There are no items showing under the For Review tab because they were already added to QuickBooks. Let’s move them back so you can match it to the invoices.
Check out the Undo an added bank transaction section on this article to learn more: Unmatch or move bank transactions after reviewing them.
Before matching, create a bank deposit and apply it to the invoices to close out the sales transactions. Here’s how:
After that, proceed with receiving payments. Follow the steps below:
For more information and screenshots, check out these articles:
Once done, go back to the For Review tab and select the split deposit. Move the radio button to Find match and you’ll see the manually entered deposit under Records found. You can match the two transactions together.
Refer to the article shared by my colleague MirriamM for reference.
Let me know if you have any other questions or need more assistance. I’m always here ready to help. Have a good one!
I did all that you said, but it added everything back twice.
Is there a way someone can help me live. Like remotely?
Let me route you to the best help available so someone can privately review your account and get your concern on your invoices and split deposits addressed.
Here in the Community, we don't have a direct view of your account for security reasons. Thus said, I'd recommend contacting our Customer Care Support.
From there, some can pull up and look into your account in a secure environment and explain the components of the split deposits. Also, with the screen sharing tool that they have, someone can help mark your invoice as paid and matching it to your split deposit.
With this, here's how you can contact our dedicated team:
As always, you can visit our Help Articles page for QuickBooks Online if in case you need some tips and related articles in the future.
If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.