Treasurer for non-profit & still learning QB. I invoiced someone & received the payment. It's in accounts receivable. How do I move that into our checking account?

It looks like you haven’t recorded the payment received yet, Alison. To move the funds from Accounts Receivable to your Checking account, you’ll need to use the Receive Payment feature.

Here's how:

1. Go to + New and then select Receive payment.
2. Select the client's name from the Customer field.
3. Fill in the following details: Payment Date (date you deposit the payment to your Checking), Payment method (Cash/Check), and Deposit To field (Checking account).
4. Tick the Invoice box from the Outstanding Transactions section.
   
   
   
   
5. Hit Save and close.
   

I'd like to share this video for additional guidance on recording payments received from your customers: How to record an invoice payment.

Once done, you can run the Invoices and Receive Payments report to view the invoices and credits linked to the payment.

For support with bookkeeping tasks or navigating QuickBooks, reach out to our QuickBooks Live Expert team. These professionals provide customized assistance to address your business requirements.

Let us know if you need further assistance with recording transactions in QuickBooks.

@Alison-Sanford 

When you receive payment (New > Receive payment) on an invoice, two things happen: 1) A/R is reduced by the amount of the payment received, and 2) a deposit is made to the bank/asset account selected under the 'Deposit To' drop-down.  If you have no deposit into your checking account, pull up the payment and see what account is selected under 'Deposit To'.  Change it to your checking account.