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capsyouth
February 3, 2019

Recording quickpay using Zelle as Sales

  • February 3, 2019
  • 3 replies
  • 0 views

Hello,

Our customers pay us monthly using "Zelle Quickpay", which is convenient for us and them. There is no invoicing or any other method. They just pay their monthly subscription fees using Zelle. 

 

When I sync with my bank feed, these transactions show up as Transfers. So I have to manually add them as "Monthly Subscription Fees" income from a customer. Here are my two issues I would like your help with

 

1) These transactions are not showing up as "Sales". So this means that they are not recorded as sales under that customer name. How can I change it that these get recorded as Sales and show up both in dashboard and under customer name.

2) How can I make Quickbooks record these transactions automatically as "Sales" instead of "Transfers"

 

Thank you for your advice.

 

    3 replies

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    capsyouthAuthor
    February 5, 2019

    Experts. Please help me out. Zelle payments show up as transfers in Quickbooks, I want to record them as sales...

      T
      TotalInc
      October 14, 2019

      Any response to this?  I also have several customers that pay their sales directly via Zelle and it shows up as a bank-deposit rather than sale to that customer. 

      Thanks, -Rick.

        dwbernard777
        dwbernard777
        May 30, 2020

        I have the same question....

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        connornewell
        June 15, 2020

        Hey! Just had to do this myself. What worked for me was clicking on the transaction in "Banking" then selecting "Add" and creating a new client. Once I did this the "Sales" option was available in "Categories".

         

        Not sure if this will become automatic now or if I'll have to do it each time but at least now you'll be able to assign it to the sales category.

         

        Hope that helps!

        C
        crgeorge517
        June 24, 2020

        Since technically a zelle payment is a transfer from the customer to your bank account it will default to transfer in QBO.  You can create a rule so that those come in correctly moving forward.  Depending on what info comes in to the bank detail will determine if you can fully automate the entry or partially automate the entry.

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