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QuickBooks Team

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I'm glad to see you again in the Community, @Bluemanta.

 

It's my pleasure to help you with recording customer payment in QuickBooks.

 

If you’re using QuickBooks Online, you can use the Receive Payment feature if the customer was issued an invoice. If not, enter a sales receipt or a deposit.

 

To receive payment:
1.    Go to the Plus icon and select Receive Payment.
2.    Select customer’s name.
3.    From the Outstanding Transactions section, choose the transaction.
4.    Fill in other necessary information such as Payment method, Reference no. and Memo.
5.    You can either deposit the money to your checking account or to the Undeposited funds' account.
6.    Hit Save and Close.


Enter sales receipts:
1.    Go to the Plus icon and select Sales receipt.
2.    Select customer’s name.
3.    Fill in the necessary information.
4.    Hit Save and Close.


To record a deposit:
1.    Go to the Plus icon and select Bank Deposit.
2.    In the Choose an account field, select the bank account to which you want to deposit the funds.
3.    Select the checkboxes of the transactions you want to deposit in the Select the payments included in this deposit or QuickBooks Payments sections.
4.    In the Add funds to this deposit table, enter information including who the item was Received From, the Account, Payment Method, and Amount of the item.
5.    Hit Save and Close.

 

For more information, check out this article: How to record a customer payment.


However, if you’re using QuickBooks Desktop, perform the corresponding steps given on the following articles to record the payment:
•    Record payment for an invoice.
•    Create a sales receipt.
•    Deposit customer payments.

 

That should get you pointed in the right direction. Let me know how it goes by leaving a comment below. If you need additional assistance working with QuickBooks, post again in the Community. I’ll be here to help. Have a good one!

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