I'm here to help you resolve this matter and ensure the payment is recorded accurately, @Truckrepair1.
Let's work together to get to the bottom of this and make sure everything is properly accounted for.
It's possible that the payment was not linked to the invoice appropriately. May I know how you record the payment in QuickBooks Online? Any additional information you can provide would be greatly appreciated.
If you're referring to a deposit, we can modify the account linked to Accounts Receivable (A/R). Then, we can connect the payment and the invoice using the 'Receive Payment' feature.
Let me show you how:
- Select + New and choose Receive payment.
- From the Customer dropdown, select the name of the customer.
- From the Payment method dropdown, choose the payment method (credit card, debit, PayPal, Venmo, or ACH bank transfer).
- From the Deposit to dropdown, click the account you put the payment into.
- In the Outstanding Transactions section, select the checkbox for the invoice you're recording the payment for.
- Enter the Reference no. and Memo if needed.
- Click Save and close.
If you make a bank deposit with several checks in a single deposit, you can also utilize the Undeposited Funds account to record the payments in QuickBooks. This allows you to group multiple payments into one deposit transaction in QuickBooks.
Please don't hesitate to reach out if you have further concerns about recording invoice payments. Your satisfaction is our priority, and we're here to provide the support you need.
