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June 11, 2020
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

  • June 11, 2020
  • 1 reply
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1 reply

IamjuViel
June 11, 2020

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.