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November 19, 2021
Question

How do I register a payment in quickbooks

  • November 19, 2021
  • 1 reply
  • 0 views
talk to a human please

1 reply

MonicaM3
Level 5
November 19, 2021

Hi @jessicam327.

 

Welcome to the Community. Thanks for reaching out today.  I’d be happy to help you with recording a payment in QuickBooks.

 

To record a payment for a single invoice:

 

  1. Select + New.
  2. Select 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. Tip: You can put the money directly into an account, like your checking account, or select Undeposited Funds if you need to group the payment with others. 
  6. In the Outstanding Transactions section, select the checkbox for the invoice you're recording the payment for.
  7. Enter the Reference no. and Memo if needed. This is optional.
  8. When you're done, select Save and close

 

For additional details about receiving payments in QuickBooks, check out this article which includes a video tutorial.

 

Feel free to reach out if you have any additional questions about receiving payments or anything else. I’m just a click away and happy to help any time