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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
Rosieb
Level 2

Is there a way of marking an invoice as paid without having an bank account connected?

Winding up the company and the old bank accoount is no longer connected to quickbooks but I need to mark some invoices as paid.

1 REPLY 1
JayAnne_C
QuickBooks Team

Is there a way of marking an invoice as paid without having an bank account connected?

Hi there, @Rosieb. Let me guide you in marking your invoice as paid in QuickBooks Online (QBO).

 

In QBO, you can mark an invoice as paid without a connected bank account unless you're making a deposit.  In your case, you can use the Receive payment option to keep track of your customer's balances.

 

Here are the steps to follow:

 

  1. Navigate to the All Apps tab.
  2. Select Sales & Get Paid, then click Invoices.
  3. Locate the invoice you want to mark as paid, then click Receive payment.
  4. Enter the customer’s name in the Customer field and complete any required details.
  5. Check the box for the invoice you want to record.
  6. Save and Close once done.

 

 

If you need further assistance, feel free to reply to this thread. We're here to help.

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