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Jvance1
June 10, 2021
Question

One deposit for many customers

  • June 10, 2021
  • 1 reply
  • 0 views

Hello,

 

I have an ACH deposit from a related company which is paying several customer fee invoices.   We bill freight carriers a fee for dispatching loads.  Some of those carriers factor with our subsidiary, and their fees are paid from their reserves.  The factor company sends (for example), a $10,000 ACH payment to the dispatching company.  That $10,000 may include 100 carrier fee invoices.  Is there another way besides applying 100 customer invoice payments individually?  Is there a way I can see all invoices and check mark the ones I want to apply the $10,000 to?   

1 reply

S
SarahannC
June 10, 2021

Hello there, @Jvance1.

 

You can utilize the Receive Payments feature for the multiple invoices of customer and receive the exact amounts. Make sure the account to be deposited to is undeposited funds. The steps below ensure that you'll be applying to multiple invoices

 

  1. Go to the +New button.
  2. Select Receive Payment under the Customer column.
  3. Enter the amount received.
  4. Then, put a checkmark to all invoices you want to apply for the payment.
  5. In the Deposit to field, select Undeposited Funds.

 

Then, use the Bank Deposit feature and select the bank account you deposited to. We'll then need to ensure that the amount in QuickBooks matches the actual deposit. 

 

  1. Still, go to the + New button.
  2. Select Bank Deposit.
  3. From the Account dropdown arrow, choose the account you want to put the money into.
  4. Select the checkbox for each transaction you want to combine.
  5. Make sure the total of the selected transactions matches your deposit slip. 
  6. Select Save and close or Save and new.

 

Use these article for more insights and tips about recording transaction using deposit and Undeposited funds:

 

 

Please let me know if you have other questions or need further to this specific concern. I'll respond and help you figure them out as soon as I can. Have a good one and stay safe always.

J
Jvance1Author
June 11, 2021

This is not my problem - I do know how to apply to invoices for a customer.  My example is that the one ACH deposit of (example) $10,000 includes many customer invoices.   If I leave the customer field blank and enter the amount received, it doesn't pull up all outstanding invoices.   My ACH deposit includes 100 different customers and I'm trying to avoid going in to each and every customer to apply the payment.   Please view my attachment.   Is there any workaround for this without having to pull up 100 different customers to apply the deposit to 100 different invoices?

 

R
RCV
June 11, 2021

Thanks for coming back. Providing the best experience with the product is what we aim for, Jvance1.

 

We'll need to choose a customer name in the Receive Payment transaction for you to pull up all outstanding invoices. Then, link a deposit to an invoice in QuickBooks Online (QBO). If this is something our engineers need to look into, you can submit product suggestions by following these steps:

  1. Click the Gear icon at the top. 
  2. Choose Feedback.
  3. Enter your comments or product suggestions.
  4. Then select Next to submit feedback.

 

Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks Online (QBO). You can track feature requests through the QuickBooks Online Feature Requests website. 

 

You'll want to check for a third-party application that can help you with this one. You can check out the apps that are compatible with QuickBooks at this link: https://quickbooks.intuit.com/app/apps/home/. We can also do it in QBO by following the steps below:

  1. Go to Apps on the left side menu.
  2. Search for the app in the Find apps to streamline your work field. 
  3. Look for the app that supports the Batch Invoicing feature.

 

Any questions about integrating the app into your Online account are best handled by the third-party app provider. To keep updated with any upcoming QuickBooks updates and enhancements, feel free to visit these blogs:

 

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. Take care always. 

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