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I receive a email transfer for full or partial payment of invoice. How to specifically reconcile to proper account? Quickbooks options are not clear

 
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Re: I receive a email transfer for full or partial payment of invoice. How to specifically reconc...

Hello Brent,

 

When you receive a customer payment, you can deposit it directly to your bank account or to the Undeposited Funds account.

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If you choose the Undeposited Funds account, you'll need to create a bank deposit:

  1. Click the Create menu (+) and select Bank Deposit.
  2. Select the bank account in the Account field.
  3. Enter the deposit date.
  4. Under the Select the payments included in this deposit section, mark the customer payment.
  5. Click Save and close.

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Once you've deposited the payment, it will now affect your account register. This should also show when you reconcile the said account.

You can use this general article to know more about reconciliation in QuickBooks Online: Reconcile Hub.

 

If you have more questions about this, you can provide additional details and screenshots. This would help us know what steps we can do to fix your problem. Thank you in advance!