Thanks for visiting us today, @31670613. As an insight, recording a deposit transaction isn't considered a sale in QuickBooks Online (QBO). Hence, it won't appear in the Transactions by Customer report.
Even though you're using a different platform to generate invoices, we still need to enter them to ensure they're accounted for in QuickBooks.
Here are two ways to record sales transactions:
- If your customer paid for the product or service at the time of the sale, give them a sales receipt. Then you're all done.
- If your customer plans to pay you in the future, send them an invoice.
For more information, read through this article to learn more about how to record invoice payments in QuickBooks.
After recording your sales transactions and their payments, follow the steps to learn more about matching them to your bank feeds:
Categorize and match online bank transactions in QuickBooks Online.
Let me know if there's anything else that you need help with. Take care and have a great day!
