Skip to main content
L
lisakehoe
September 10, 2024
Question

Recording payments from customers in Quickbooks Desktop

  • September 10, 2024
  • 1 reply
  • 0 views

I sent invoices out with the Pay Now button, allowing customer to pay their invoice online using EFT or credit card. I then received emails stating that the invoices have been paid, some by credit card and some by EFT. When I go into QB Desktop to record the payment and apply it to an invoice, I select payment type credit card or e-check. The sytem then asks me to enter the customer's cc or bank info. I am not trying to make the payment, the customer already made the payment. I just want to record it in QB and apply it to the open invoice. Do I have to enter the payment as a check even though it was not an actual check? This would be confusing because some clients do pay by check and I want to distinguish the payment type used for each transaction.

1 reply

MsNorthPND18
MsNorthPND18
September 10, 2024

Hi, Lisa.

 

I will provide you with some information to assist you in documenting payments.

 

With QuickBooks Payments, there's no need for manual recording. Our system automatically logs payments and updates invoices to reflect their paid status. For regular invoices, you can simply leave the credit card number field blank to ensure your customer isn't charged again if they've already made a payment.

 

To proceed, you should utilize the payment method that your customer used for their transaction. If the customer made a payment via credit card externally, you can designate it as a credit card payment method in QBO. You may omit the credit card number to avoid charging your customer twice. Entering the credit card number is optional; however, you can include it if you plan to handle in-person sales later on.

 

For further information on how to receive payments for invoices, you can refer to this article: Record an invoice payment.

 

Furthermore, you have the option to document transactions that are due for payment at a later date, such as incurred expenses, purchased materials, or services. Check out this article for more information: Enter bills in QuickBooks Desktop.

 

In addition to processing payments, feel free to reach out if you have any inquiries regarding QBDT. I'm here to help. Wishing you a great day!

Terms & ConditionsAccessibility statement