Thanks for getting back to us, @InteXX.
Let me chime in and share some insights, so you can link your deposit transaction.
Once you assign the transaction to the A/R account, you'll have to receive the payment. This way, you can link the deposit to the new invoice. Let me show you how.
- Go to the Customers menu and select Receive Payments.
- Select a customer from the Received From drop-down menu.
- Enter the amount received from the Payment Amount field.
- Fill in the needed information and click Save & Close.
- From the Payment Credit pop-up window click OK to save the transaction.
You can also refer to this article for more details: Receive and process payments in QuickBooks Desktop.
Once done, you can now open your new invoice and link your deposit transaction. Just follow the steps shared by my colleague above for the process.
For additional tips about creating invoices in QBDT, you can open this link: Create an invoice in QuickBooks Desktop.
On the other hand, here's how you can learn more about the different ways you can track customer transactions in QuickBooks Desktop.
If you have any other questions, please feel free to leave a comment below. I'll get back here as soon as I can to help you again. Thanks for coming, wishing you a good one!
