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July 9, 2021
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Does Quickbooks automatically send a receipt when a customer pays via direct deposit/ACH?

  • July 9, 2021
  • 2 replies
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Does Quickbooks automatically send a receipt when a customer pays via direct deposit/ACH? If not, are there any plans to make this an option?

Best answer by JenoP

Let me help with your question about payment receipts in QuickBooks, dreamerdad.

 

An email notification will be sent to you once a payment is received. However, the system will not send a receipt to your customer for the payment that's been made. You can manually email the payment to your customers from QBO. Here's how:

 

  1. Go to the Sales menu at the left.
  2. Look for the payment and click on it to open the transaction.
  3. Click Save and send in the lower-right hand corner.

 

I'd also suggest sending a feature request about this directly to our Product Development Team. Here's how:

 

  1. Go to the Gear icon at the upper-right hand corner of QBO, then select Feedback.
  2. Enter your comments or product suggestions.
  3. Click Next to submit feedback.

 

Our Product Development Team will collect and review product suggestions to help improve your experience in QBO. You can track feature requests through the QuickBooks Online Feature Requests website.

 

I'd also like to add a couple more articles in case you might them in your future tasks:

 

 

You can always ask follow-up questions in case you need more help with QuickBooks. We're always here to guide and assist you all the way. 

2 replies

JenoP
JenoPAnswer
July 9, 2021

Let me help with your question about payment receipts in QuickBooks, dreamerdad.

 

An email notification will be sent to you once a payment is received. However, the system will not send a receipt to your customer for the payment that's been made. You can manually email the payment to your customers from QBO. Here's how:

 

  1. Go to the Sales menu at the left.
  2. Look for the payment and click on it to open the transaction.
  3. Click Save and send in the lower-right hand corner.

 

I'd also suggest sending a feature request about this directly to our Product Development Team. Here's how:

 

  1. Go to the Gear icon at the upper-right hand corner of QBO, then select Feedback.
  2. Enter your comments or product suggestions.
  3. Click Next to submit feedback.

 

Our Product Development Team will collect and review product suggestions to help improve your experience in QBO. You can track feature requests through the QuickBooks Online Feature Requests website.

 

I'd also like to add a couple more articles in case you might them in your future tasks:

 

 

You can always ask follow-up questions in case you need more help with QuickBooks. We're always here to guide and assist you all the way. 

JenoP
July 13, 2021

Hi dreamerdad,

 

Hope you’re doing great. I wanted to see how everything is going about your questions with payment receipt. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

July 13, 2021

Thanks! I just sent feedback. I hope QB will consider adding this functionality.

Thanks again!

February 17, 2022

Agreed - this feature really needs to be added. Annoying to have to create a sales receipt and delete the initial invoice.

June 7, 2022

Not only annoying and time consuming, but it seems "incorrect" in terms of appropriate bookkeeping.