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Zelda6569
June 22, 2022
Question

Undeposited funds

  • June 22, 2022
  • 1 reply
  • 0 views

We deposited multiple checks for different customers at once. This deposit was recorded and reconciled in the bank register in QB. How do we received the payment to the customer without double posting them to the bank account?

1 reply

M
Maybelle_S
June 22, 2022

I can help you receive the payment without any duplicates, @Zelda6569.

 

We can match the payment with the deposit on your banking page if you use the Receive payment function to record it.

 

You can match them once the deposit has been downloaded to your Banking page. A record will be recognized by QuickBooks automatically. To record the payment, click Match under Action.

 

However, if you're trying to link deposits to open invoices, you can use this link for the steps: How to link a bank deposit to an invoice.

 

You can check out these articles that will help you manage your customer payments and bank downloaded transactions:
 

 

I'll be around the corner to help you if there's anything else that you need help with. You take care and have a great day!

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