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Mark_JMP
February 1, 2022
Question

Link Deposit to Multiple Invoices

  • February 1, 2022
  • 1 reply
  • 0 views

I have a client that has two separate companies that have to be invoiced separately. However, they often combine the invoices to one check to pay both invoices. I usually link the payment/deposit to the invoices while importing bank feed by "adding extra details". I forgot to do this once and can't figure out how to connect the deposit with the two separate invoices.

1 reply

MariaSoledadG
MariaSoledadG
February 1, 2022

Let me guide you on how to link deposit to your invoices, Mark_JMP.

 

Sometimes, your bank records everything you deposited as a single record with one total amount. If you enter these payments as an individual record, they won't match your deposit. Thus, you can put transactions you want to combine into your Undeposited Funds account. Then, record bank deposits to combine them. If you haven't entered a bank deposit yet, you'll want to create one.

 

Once done, you can apply the deposit to the invoice. Here's how:

  1. Go to Customers, then choose Customer Center.
  2. Select the customer's name and open the invoice. 
  3. Click the Receive Payment icon from the Main menu.
  4. In the Receive Payments window, select the invoice.
  5. Under the Unused Credits section, you will see an open credit. Click the Apply Credits link.
  6. Put a checkmark on the credit you want to apply and hit Done. 
  7. Click Save & Close.

Additionally, when QuickBooks makes a match, there are three Bank Feeds modes available. To learn more about these, consider reading this article for your guide: Add And Match Bank Feeds Transactions In QuickBooks Desktop.

 

Feel free to let us know if you have any concerns about linking deposits to invoices. We'll always be here to help.

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