Question

How to handle deposits for invoices paid with credit card via intuit payments

Forum|Forum|4 months ago
March 10, 2026
2 replies
27 views

I'm trying to figure out how to associate the deposits from credit card payments made with QuickBooks to the payment record.

When the client pays it automatically marks the invoice as paid and makes a payment record with the payment in the GL account of undeposited funds. Because of this when the money is deposited into my bank account, I can't match it to the invoice like with regular ACH payments.

What is the best way to handle this? I want to make sure that things are not double counted in reports?

QuickBooks Online

K

KayePe

QuickBooks Team

Welcome to the Community forum, Ryan. You don't need to match the downloaded payment to the invoice since it's already marked as paid and deposited. Instead, you'll match with the deposit automatically created by QuickBooks Online. This will link them together so you won't have duplicates.

Here's how:

In the Bank transactions, find the payment in the Pending tab.
Click Match.
On the Find other matches page, select the created deposit.
Select Match to save your changes.

By the way, you can also automatically match QuickBooks Payments transactions to help save time.

Let us know if you have additional concerns. We're here to help.

R

RyancoopsterAuthor

Is there a more automated way to do this?

the deposits are already in my bank account because the bank account is connected to quickbooks. It seems strange I have to do a manual transfer in this process. Wouldn’t this manual transfer into my bank account cause it to be doubled? Since the bank deposits from the connection are positive and so would these transfers you mentioned.

K

KayePe

QuickBooks Team

Good day, Ryan.

We wanted to follow up and see if the solution we provided worked for you. Did it address your concern, or do you still need assistance?

Please let us know if you require further guidance. I'm happy to help.

R

RyancoopsterAuthor

Is there a more automated way to do this? the deposits are already in my bank account because the bank account is connected to quickbooks. It seems strange I have to do a manual transfer in this process. Wouldn’t this manual transfer into my bank account cause it to be doubled? Since the bank deposits from the connection are positive and so would these transfers you mentioned.

I

Irene R

QuickBooks Team

Definitely, Ryan. When you use QuickBooks Payments, invoice payment and deposit are automatically created. You don't enter a deposit manually since the movement of funds is already handled by the program.

All you have to do is match the downloaded transaction to the created deposit. To further streamline this process, you can enable the Automatic matching option. Here's how to do it:

In the Bank transaction page, go to the Posted table.
Click the Gear icon (⚙), then toggle the Automatic matching button to turn it on.

Also, not all transactions can be matched automatically. For example, if your bank does not provide a unique ID for QuickBooks Payments, you will need to match those specific entries manually.

Let me know if there's anything else I can assist you with regarding your QuickBooks deposits.

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