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

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Replying to:
DivinaMercy_N
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Hello there, James. I know how important it is to view what payments are allocated to the invoices to easily track your income. No worries, I got here the steps to ensure you're able to see them in QuickBooks Online (QBO).

 

On the new All Sales page, you can use the available filters to extract the details you need. To do so, select Money received under Type to show only the invoice payments. Here's how:

 

  1. Click the Sales menu and select All Sales.
  2. From there, choose Money received under Type, select the correct date range, and choose the customer if needed.
  3. Once done, you'll see the list of invoice payments for that period.
  4. To check what invoice is allocated, you have to open them manually. 

 

Another option is to run a report to view the payments allocated to the invoices. To do so, refer to the steps below:

 

  1. Select the Reports menu and scroll down to the Who owes you section.
  2. Next, click the Invoices and Received Payments report.
  3. Set the correct report period date and add a filter if needed by selecting the Customise button.
  4. Once done, refresh the page.
  5. From there, you'll see the list of each payment as well as the invoices to which they are applied.

 

I'm always here ready to lend a hand if you have other concerns managing your sales menu in QBO. Have a good one and stay safe

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