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August 26, 2020
Question

I'd like to get the guide to enter invoice payments manually!

  • August 26, 2020
  • 1 reply
  • 0 views

Hello, I'm Jenny from Netkiller., Ltd.

Here're some questions.

 

First, We receive payments outside of QuickBooks, so we have to enter 'Paid' in each invoice if it's paid.

But cannot find the guide about it on Support Q&A and youtube. (https://www.youtube.com/c/quickbooks/videos)

Also, I wonder if I can delete or modify it after entering payments.

Could you let me know the support guide and youtube video to process it? 

 

Next, I found there're many menus on Quickbook video, which is differernt from ours.

How can we use those menus like 'Sales'? We can see only some menus.

 

I'm looking forward to your quick reply!

Thank you.

 

1 reply

Fiat Lux - ASIA
August 26, 2020

For your reference

https://quickbooks.intuit.com/learn-support/global/manage-customers-and-income/record-invoice-payments-in-quickbooks-online/01/382997#M63

 

Should you need to record the data in bulk, you may need a 3rd party importer tool.

CustomerPaymentMethodDepositToAccountInvoiceApplyToLineAmountPrivateNoteCurrencyExchangeRate
Janice JohnsonCheckChecking101100.00   
Leonard Walker IncCheckChecking102138.78   
Lisa SmithCheckChecking103126.50   

 

https://transactionpro.grsm.io/qbo

 

jennyhanAuthor
August 27, 2020

Thank you!

 

How about my other questions??

 

" I wonder if I can delete or modify it after entering payments.

Could you let me know the support guide and youtube video to process it? "

 

" Next, I found there're many menus on Quickbook video, which is differernt from ours.

How can we use those menus like 'Sales'? We can see only some menus. "

https://www.youtube.com/watch?v=kzgHsdRhguQ

 

Please reply about them!!

Fiat Lux - ASIA
August 27, 2020

@jennyhan wrote:

" I wonder if I can delete or modify it after entering payments.

Could you let me know the support guide and youtube video to process it? "

Utilize a 3rd party tool as I have mentioned earlier. Export your data out, modify any field you need, and import them back into your QBO.