Hello, 

I really appreciate this last answer. It has resolved my challenge of associating a payment to an invoice which data was collected using via Bank Feeds (by importing a QBO file). I'm now a little more upbeat :-)

I have two last pending items about this experience so we can close the thread, as follows:

- I had trouble understanding the workflow when importing data from a bank using a QBO file. It seemed at one point (in the thread here) that I needed to know *in advance* which customer made what payment when the idea behind using a QBO import was to facilitate the overall association of payments with an invoice. Processing expenses (ie, debit amounts from the Bank account) was straightforward. After trying many things, I got it done eventually but I'm not too sure I can repeat the task for another Bank account (I made notes at least). Do you have a link that describes this particular workflow approach so I won't ask for your time again? Conceptually I understand now the following steps for processing Bank transactions using a QBO file:

1. Import QBO file

2. Process Bank Feeds transactions as needed

3. All deposits will be stored in am "Undeposited Funds" account

4. From the Undeposited Funds, Receive Payment and complete the "Deposit to" field to the corresponding Bank account. Delete DEP record from Bank account if this was created during the QBO import.

- During the process above, I realized that we invoiced a customer using the Paypal invoicing system. This customer paid for the invoice and the transaction got recorded in our QB "Paypal" account. This transaction shows as DEP with the corresponding amount. How should we record this as a customer payment in QB? Should have we created an invoice on QB to reflect the invoice we did on Paypal, and then eventually proceed to the same tasks described above (minus steps 1-2, and using Paypal account instead of Undeposited Funds)?

Thank you!!