Banking
We're glad to have you here in QuickBooks Online (QBO), @pderoo.
Please know that QuickBooks Desktop and QBO follow almost the same steps for manually recording invoice payments by using the Receive Payment feature and creating a Bank Deposit. Let me show you how.
- Go to the Create (+) button and select Receive Payment.
- Select the Customer and pick Undeposited Funds or Payment to deposit in the Deposit To field.
- Under Outstanding Transactions, choose the invoice you created.
- Click Record and Close to save.
Afterward, hover the Create (+) button again and select Bank Deposit. Here's how:
- In the Account dropdown, choose the account you want.
- Under Add funds to this deposit, fill in the necessary details.
- Click Save and Close to finish.
Once finished, you can match the deposit with your Bank transaction:
- Go to your Dashboard and click Accounting.
- Select the bank account tile where the payment appears.
- From the Pending tab, find the transaction and click Match.
- Choose the deposit you recorded and tick Match to finish.
Hit the Reply button below if you have any additional questions. We’re always here to help.
