Keep in mind that we are not Quickbooks Online experts. For the best support with Intuit products, you should seek support from their support directly.
Click into the invoice that you need to record payment for. Then click on “Receive payment.”
You will need to receive the payment for the invoice and deposit those payments into your “Undeposited Funds” account. Be sure to:
- Select the Payment Method
- Deposit to Undeposited Funds
- Check the box for the invoice you are recording payment against
Then Select "Save and Close" in the bottom right.
Next, navigate to Banking from the menu on the left side of the screen. You will next need to use the “Bank Deposit" function to record these payments to the correct account in QuickBooks.
You will need to match the payments you record to the transactions that pull from your bank feed. This essentially matches the payment you log to the deposit recorded in your bank feed.