Thank you for joining the conversation, Robles. Allow me to assist you in categorizing your transactions and allocating the check you receive toward your outstanding invoices.
To start, you need to match the check to your existing transactions. It includes the open invoices and the payments. You can follow these steps:
- Locate the check under For Review.
- Click on Find a match, then Find other matches.
- Select the transaction that matches the entry, then Save.
You may also refer to this article for additional tips on reviewing your downloaded bank and credit card transactions in our system: Categorize online bank transactions in QuickBooks Online.
Once you've finished the task, create a credit memo to keep track of the overpayment, and then apply that amount to your upcoming invoices.
Here's how:
- Go to the +New icon, then click on Credit memo.
- Fill in the details, then the overpayment amount.
- Hit on Save and Close.
When ready to apply the credit memo to your customer's future invoices, utilize this article as your guide: Create and apply credit memos or delayed credits in QuickBooks Online. This material will serve as a helpful resource for navigating the necessary steps in this process.
If you require further assistance regarding your transactions, please feel free to leave a comment below. It would be my pleasure to assist you once again. Keep safe!
