Skip to main content
B
BillQuick
October 15, 2024
Question

Credit Card Transactions.

  • October 15, 2024
  • 1 reply
  • 0 views

We had our first credit card transaction from an invoice sent to the customer. Quickbooks checking shows the deposit in the register but not in the balance of the account. How is this supposed to work?

1 reply

Nicole_N
Nicole_N
October 15, 2024

Welcome to the Community, @BillQuick. 

 

It sounds like the payment from your customer hasn't been applied to the invoice, which can cause discrepancies in your QuickBooks checking balance. Here's a step-by-step guide to ensure the payment is properly applied:

 

  1. Navigate to the + New menu and select Receive payment.
  2. Select the name of the customer in the Customer drop-down.
  3. In the Outstanding Transactions section, check the invoice matches the unapplied payment.


     
  4. Next, scroll down to the Credits section and check the box beside the Unapplied Payment that matches the invoice.
  5. When done, click Save and close.

 

For more details on handling unapplied payments, you can refer to this article: Unapplied cash payment income on your profit and loss

 

Additionally, if you frequently invoice the same customers with the same products and amounts, you might consider setting up a recurring transaction to save time. For detailed instructions, please refer to this article: Create recurring transactions in QuickBooks Online.

 

If you have any more questions or run into any issues, feel free to reply below, @BillQuick. The Community team is here to help you navigate your customer payments and any other concerns you might have.

B
BillQuickAuthor
October 16, 2024

Thank you for the information, most helpful.

C
ChristineJoieR
October 16, 2024

You're most welcome, BillQuick.

 

I'm pleased that my former colleague's response was helpful in managing your customer invoices in QuickBooks Online. Your positive feedback motivates us to keep delivering the best solutions for your concerns.

 

If you need to track all the paid invoice in one glance, you can run Invoice and Receive Payment report. You can utilize this resources for additional guidance:

 


If you need more help with your sales transaction, feel free to reach out by clicking the Reply button. We're always here to assist you.

Terms & ConditionsAccessibility statement