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Sidewinder
April 24, 2024
Question

Automate payments from customers

  • April 24, 2024
  • 1 reply
  • 0 views

Is there a way to automate the payments received from customers which would be applied to the corresponding invoices? And, if there are any differences in the amounts or unapplied payments, an exception report is generated to be analyzed by the A/R person. It is just time-consuming to apply the payments individually. We normally receive the details of the payment in PDF and Excel format. Is there a third-party app that would read an Excel/PDF document and, afterwards, the information would be migrated into QuickBooks for automatic payment application to the individual invoices?

1 reply

MsNorthPND18
MsNorthPND18
April 24, 2024

I understand the importance of efficiently automating payments from your customer to your QuickBooks account, @Sidewinder. I will help you clear things up about this matter.

 

In QuickBooks Desktop (QBDT), the automated way of accepting or processing payments is only through the QuickBooks Payments account. 

This will let your customers pay their invoices using their credit card or ACH bank transfer by simply following the link provided in the email. 

 

For more details, refer to this article: Take and process payments in QuickBooks Desktop.

 

However, you can browse our QuickBooks Desktop App Store to find a third-party app you can integrate with the program to read an Excel or PDF document and transfer the data into QuickBooks to apply payments to specific invoices.

 

In addition, if you want to know different ways to track customer transactions in QBDT, check out this article: Get started with customer transaction workflows in QuickBooks Desktop.

 

Kindly return to this thread if you need further assistance with your transactions or managing customer payments in QuickBooks. I'll be here to provide the necessary information and instructions. Keep safe.

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