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Carolexx
October 31, 2022
Question

posting a payment made through 3rd party

  • October 31, 2022
  • 1 reply
  • 0 views

We invoiced a job that was done.  Instead of paying us directly, the job paid through paypal.  How do I credit the job with the payment that is showing up as a credit deposit to the bank from paypal?  This happened two months ago and it's been reconciled but I don't think that will matter I just need to credit the job on that transaction but I don't see where I can do that.

1 reply

Adrian_A
Adrian_A
November 1, 2022

Hi Carolexx,

 

Let's link the invoice and its payment by going to the Banking page. I'm here to guide you.

 

Since the transaction is reconciled, I'd suggest undoing the action. It is to ensure that the transaction is recorded correctly. Then, you can match them manually to make sure the payment is linked to the invoice. Here's how:

 

  1. From the transaction, select Match to existing transactions.
  2. Find and select the matching transaction.
  3. Click Save and add to register.

 

Once done, you can reconcile them again. Here's an article as your guide: Reconcile in QuickBooks Desktop.

 

I'm just a post-away if there's anything that I can help with.

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