How to record a payment | Get started tutorial

How to record a payment

Find out how to record an invoice payment so QuickBooks knows an invoice has been paid.

Before you start:
Before recording a payment in QuickBooks you first need to create an invoice in your account.

Benefits include

  • Helps generate and maintain accurate income and receivable reporting.
  • Always know what has been paid and what is still owed to you.

Step-by-step guide

Step 1 of 4

  • Select the Plus icon (+) on the Toolbar, then select Receive Payment.
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Step 2 of 4

  • Select the name of the customer from the drop-down menu.
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Step 3 of 4

  • From the Outstanding Transactions section, select the transactions that you’d like for QuickBooks Online to calculate. As you select these items, the payment total will change.
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Step 4 of 4

  • Select your payment method.
  • Enter the Reference number and Memo if applicable.
  • You can either deposit the money to your current account or to the Undeposited funds account.
  • Select Save and Close.
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