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Jun 11, 2020 1:35 PM UTC
Question

How to take payment from someone whose details have not yet been entered on Quickbook Online and to allocate the said payment after importing the customer? Thanks

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1 reply

IamjuViel
Jun 11, 2020 3:11 PM UTC

Hello, @hr32.

 

You can deposit the payment in QuickBooks without entering the customer's name. Let me guide you on how to do it.

  1. Go to the New (+) icon.
  2. Choose Bank Deposit.
  3. Select the account where the actual payment was posted.
  4. Enter the payment details.
    • Make sure not to enter the customer's name in the Received From column.
  5. Click the Save and Close button.

You can read through this article for additional information: Record and make Bank Deposits in QuickBooks Online.

 

Swing by here if you have other questions about tracking your customer payments in QuickBooks. I'm always here to help.