Ethel_A
QuickBooks Team
QuickBooks Team
‎June 03, 2024 01:21 AM

Manage Customers and Income

I'll be glad to help you find a feature that you can record your money ins in QuickBooks Online.

 

Before we proceed, I would like to ask for further information about your money-ins. Are you referring to a deposit or a payment you received from invoices? Or do you have any other money-ins in your account? It would be great if you could provide specific information so I can provide the best option for you.

 

In the meantime, if you are referring to a deposit, here's how:

 

  1. Click + New, then choose Bank deposit.
  2. From the Account ▼ dropdown, select the account you want to put the money into.
  3. Tick the checkbox for each transaction you want to combine.
  4. Make sure the total of the selected transactions matches your deposit slip. Use your deposit slip as a reference.
  5. Select Save and new or Save and close.

 

If you want to record invoice payments, follow the steps below:

 

  1. Select + New, then choose Receive payment.
  2. From the Customer dropdown, select the name of the customer.
  3. From the Payment method dropdown, choose the payment method.
  4. From the Deposit dropdown, select the account you put the payment into.
  5. Tip: You can put the money directly into an account, like your current account, or select Undeposited Funds if you need to group the payment with others.
  6. In the Outstanding Transactions section, select the checkbox for the invoice you're recording the payment on.
  7. Select Save and close.

 

Here are some resources you can check to learn more about managing deposits and invoice payments:

 

 

Moreover, there are third-party apps available that can help you manage your money in transactions. You can go to your Apps menu in QuickBooks or use this link to find one: Apps help QuickBooks run better.

 

To record invoices, you can check this link: Create invoices in QuickBooks Online.

 

For future reference, you can read this article to help you categorize transactions in QuickBooks Online: Categorise online bank transactions in QuickBooks Online.

 

Let me know if you have questions about managing your money movements in QuickBooks Online. I'm always here to help. Have a great day.

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