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venugopal-rcs
Level 1

Payment entry

Kindly do the needful

1 Comment 1
RCV
QuickBooks Team
QuickBooks Team

Payment entry

Great to have you here, venugopal-rcs.

 

If you are referring to recording invoice payment, just follow the steps below: 

  1. Click the+ New Plus icon. 
  2. Choose Receive Payment.
  3. From the Customer dropdown, select the name of the customer.
  4. From the Payment method dropdown, select the payment method.
  5. From the Deposit to dropdown, select the account you put the payment into. 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, tick the checkbox for the invoice your recording payment for.
  7. Enter the Reference no. and Memo if needed. This is optional.
  8. Press Save and close.

To learn more about this one, see the Record invoice payments in QuickBooks Online article. You can also record payments to credit cards. If you are referring to record a tax payment, just follow the steps and details in the Manage tax payments in QuickBooks Online article. Then, go to Record a tax payment section.

 

Feel free to visit our Manage Customers and income page for more insights about managing your company's income and sales transactions.

 

I'd like to know how you get on after trying the steps or if you are referring to something else. I want to ensure this is resolved for you. Just reply to this post and I'll get back to you, Take care always.