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ST7695
February 3, 2025
Question

Creating Invoices for Previously Deposited Payments

  • February 3, 2025
  • 1 reply
  • 0 views

I am taking over for someone and found that many of the on-line payments received via credit card and deposited at my bank already, did not have invoices created for them.  How do I create the invoice, apply the payment in QB online but not have it effect my bank deposits?  I am fairly new to online and have found that bank recs have not been completed since 6/2024 so am trying to correct customer accounts to show charges and payments prior to reconciling.

1 reply

R
rvrfrf
February 3, 2025

Thanks for getting in touch with the Community, ST7695. I appreciate your detailed information.

 

You can create invoices by using the + New button.

 

Here's how:
 

  1. Use your + New button.
  2. Choose Invoice.
  3. Enter any necessary information.
  4. Select Save and close.

 

Afterwards, you can apply payments to invoices from the Receive payment screen:
 

  1. Use your + New button and go to Receive payment.
  2. Enter any necessary information.
  3. Select Save and close.

 

To properly identify a way to apply payments to invoices without having them effect your deposits, I'd recommend working with an accounting professional.

 

If you're in need of one, there's an awesome tool on our website called Find a ProAdvisor. All ProAdvisors listed there are QuickBooks-certified and able to provide helpful insights for driving your business's success.

 

When you're ready to reconcile, you can refer to our Reconcile an account article for detailed steps on the process.

 

I've also included a couple detailed resources which may come in handy moving forward:
 

 

Please feel welcome to send a reply if there's any additional questions. Have an awesome Monday!

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