Hi there, @deblois. I'm here to help you assign a payment from the Square app to the invoice in QuickBooks Online (QBO). You can follow the steps I'll share below.
Firstly, we'll have to add the transactions from the Square app into the system. Once done, please know that it will create a sales receipt and a deposit.
Then, we can go to the Receive Payment section to apply a payment for the invoice you've created and send it to Payments to Deposit. To do so, here's how:
- Head to + New, then select Receive Payment.
- Select the Customer from the dropdown, then ensure you've selected Payment to deposit in the Deposit To dropdown.
- In the Outstanding Transactions section, choose the correct invoice.
- Hit Save and close.
Once done, we can go to Bank Deposit to record the payment you've recently created. Please follow the steps I'll share below.
- Click the + New button and select Bank deposit.
- Choose the bank account in the Account field and enter the Date.
- Under Select the payments included in this deposit section, check the invoice payment you've newly created. Uncheck the sales receipt created when you've added the entries from your Square app.
- Hit Save and Close.
You can check this article for reference: Record and make Bank Deposits in QuickBooks Online.
Afterward, we can delete the sales receipt created to match the deposit and payment in your bank feeds.
Additionally, you can check out these articles for future use if you need help handling your bank feeds:
Should you have other questions about assigning payments to an invoice? Feel free to reply to this post.
