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You can prepare the Receive Payments data with the following template
RefNumber | TxnDate | PaymentRefNumber | Customer | PaymentMethod | DepositToAccount | InvoiceApplyTo | LineAmount | PrivateNote | Currency | ExchangeRate |
1 | 28/11/2020 | 50245 | Janice Johnson | Check | Checking | 101 | 100.00 | |||
2 | 28/11/2020 | 4908 | Leonard Walker Inc | Check | Checking | 102 | 138.78 | |||
3 | 28/11/2020 | 4908 | Lisa Smith | Check | Checking | 103 | 126.50 |
then utilize an importer tool
https://transactionpro.grsm.io/qbo
I can guide you through how to apply those payments to your invoices, narayan-bevara-o.
You'll have to enter the actual amount paid for the invoice and then create a deposit from that payment where you can deduct the charge as a negative amount.
Let me show you how:
You can then categorize and match your transactions in QuickBooks Online.
When everything is set, you can reconcile your account to keep your books updated. You can check this article for detailed instructions for the reconciliation process: Reconcile an account in QuickBooks Online.
I'll keep an eye out for your reply if there's anything else you want to add about applying for customer payments. I'll be sure to help.
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