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Aug 10, 2022 5:45 PM UTC
Question

When i use bank feeds how do i apply a payment i received from the customer to a customer invoice

When i use bank feeds, how do i apply a payment i received from the customer to a customer invoice

1 reply

Candice C
Aug 10, 2022 6:32 PM UTC

Welcome, @Black top. 

 

Hey newcomer! I'd be more than happy to help you with some transactions in your Bank Feeds within QuickBooks Desktop. 

 

Bank Feeds are a feature you can use to connect your bank and credit card accounts to online banking. With these tool, you download bank transactions so you don't have to record them manually. 

 

Moreover, the customer payment and invoice should automatically match up. Here's a guide that provides more information and examples: Add and match Bank Feed transactions in QuickBooks Desktop. 

 

To determine the best solution for your business, I'll like to receive screenshots and additional details on this issue. I'll be right around the corner when you're ready!