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Reports and accounting

There are different ways on how we can record invoice payments, thecleaner530-gm.

 

If your customer paid the invoice at the time of the sale, you can create a Sales Receipt.

 

If you're using QuickBooks Payments, all we have to do is create a Bank Deposit to transfer the transactions into your bank. Here's how:

 

  1. Click the + New button.
  2. Under OTHER, select Bank deposit.
  3. Choose an account,
  4. Fill in the Add funds to this deposit field.
  5. Click either Save and close or Save and new.

 

Afterward, we'll have to match those deposits. Here are articles that have detailed information: 

 

 

I'm always around if you need help. Keep safe!