Banking

I'll hear you out, @jsorrells.  I can see you want to import your customer payments into QuickBooks Online (QBO) using an XLS file, and I understand the need for a seamless process without relying on third-party tools. We can still ensure this gets done effectively, and I want to provide an alternative way to handle it.

If the customer payments are automatically reflected in your bank feeds or have the option to import them manually, they can be an efficient option. You can review and match transactions directly to the open invoices, and QBO will create the corresponding payment transactions. You can follow these steps:

1. Go to the Bank transactions page in your QBO account. 
2. Pick the Blue tile for your bank account where the customer payment/s are deposited.
3. Select the money-in transaction for the customer payment/s. 
4. Click on the Match radio button. Then, choose Find other matches to match it to multiple invoices.
5. Hit Match.
   

If the transactions aren't pulled up directly to your bank feeds, manually upload them into QBO. For a detailed guide, refer to this article: Manually upload transactions into QuickBooks Online.

Once done, pull up the Invoice and Received Payments report and compare it side-by-side with the data in your XLS file to ensure the payment details are accurate. You can follow these steps:

1. Go to Reports. 
2. Enter Invoice and Received Payments and select the report. 
3. Click on the payment transaction that you want to modify. 
4. Review the Payment Date, Payment method, and other details.
5. Choose Save and close when done.
   

The software should be able to meet various business needs, particularly by allowing the import of invoice payment transactions directly into QBO. I encourage sending your feedback to our Product Engineers so they can consider adding this feature in the future.

1. Select the Gear icon.
2. Choose Feedback.
3. Enter your comments and suggestions.
   

When this is resolved and you need to reconcile your accounts, refer to this article as a guide: Reconcile an account in QuickBooks Online.

I hope these steps help you get your customer payments correctly recorded in QBO while the option of direct import without the use of external tools isn't available yet, @jsorrells. If you need further assistance or anything else comes up, feel free to click on the Reply button. We're committed to offering ongoing support.