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July 8, 2022
Question

Customer payments from online sources

  • July 8, 2022
  • 1 reply
  • 0 views

If your customer paid for the product or service at time of sale from an online source, how do you record the payment in Quickbooks Desktop after the fact.  There could be multiple customers purchasing products, do you have to create a new customer every time, create an invoice and receive payment for every single online sale?  Looking for the correct way to do so.

1 reply

July 8, 2022

Hi kkompp,

 

Welcome to Community!  QuickBooks is a dynamic program that allows you to complete your daily bookkeeping tasks with peace of mind.  I'd be happy to provide more information so you're on the right track with your work!

 

Making deposits at the bank consists of multiple payments from several sources combined into one deposit amount.   QuickBooks allows you to combine the payments received from your customers so you can match them with your real-life bank.  To do this, you'll put the transactions in the 'undeposited funds' account, then record a 'bank deposit' to combine them.  Here's a helpful guide to assist you with the process.  In addition, you can get started with QuickBooks Desktop Payments to get paid faster.

 

Please don't hesitate to contact us if you require additional assistance.  Your success if our number one goal and we're always glad to help!

 

If you have any other questions, feel free to reach back out.  We're here for you!