Hi there, Andelec.
I can show you how to enter the payment in QuickBooks Online.
Here's how:
- Click the + New button.
- Choose Receive Payment.
- From the Customer dropdown, select the name of the customer or insurance company.
- From the Payment method dropdown, select the payment method.
- From the Deposit to dropdown, select the account you put the payment into.
- Fill in the other necessary field.
- Hit Save and close.
Then, I suggest writing a check to Account Receivable for the refund or credit. Please follow the steps below.
- Select + New.
- Choose Check.
- Choose the Payee from the drop-down ▼.
- From the Bank account drop-down ▼, select the account the check withdraws money from.
- Finish the check fields you need.
- Select the Print or Preview option if you want to open the check queue to print now. Or select the Print later checkbox if you want to print the check later.
- Hit Save and close to close the check window.
Also, to get a list of all payments and invoices for each of your customers, you may pull up the Invoices and Received Payments Report. Then, customize it so it will only show the info you need.
Let me know if there’s anything else you need help with in managing your accounts in QBO. I’ll be around to assist you. Keep safe!
