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October 20, 2024
Question

Can I link older payments received that show up in my transactions to a customer? I don't have Solopreneur invoices for these payments.

  • October 20, 2024
  • 1 reply
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I want to be able to run reports to show how much money I make from each customer, but I have so far been unable to link the transactions where I got paid by these customers earlier this year to the customers I created in Solopreneur.

1 reply

MariaSoledadG
October 20, 2024

Yes, you can link older payments to your invoices. Let me walk you through the process, Christina.

 

As I understand that you’ve recently transitioned from Solopreneur to QuickBooks Online (QBO), correct? In this case, you'll have to make sure that an invoice has already been created. At the same time, the payment have been recorded as bank deposit

 

If these payments have already been entered in your QBO account as deposit, you can easily find and edit these transactions to link them to the correct invoice. To do so, follow the steps below:

 

  1. Go to the Gear icon, then select Chart of accounts.
  2. Find the account you deposited the payment to, then select View register.
  3. Find and select the correct deposit. Then select Edit.
  4. In the Add funds to this deposit section, find the deposit.
  5. From the Received From dropdown, select the customer from where the deposit came from.
  6. From the Account dropdown, select Accounts Receivable.
  7. Click Save and close.

 

Once done editing, apply the deposit  as invoice payment. Here's how:

 

  1. Click + New.
  2. Select Receive payment.
  3. From the Customer dropdown, select the customer’s name. This displays all unpaid and outstanding credits for your customer.
  4. In the Payment date field, enter the day you received the payment.
  5. In the Outstanding Transactions section, select the invoice you need to mark as paid.
  6. In the Credits section, select the deposit.
  7. Click Save and close.

 

After successfully linking your payments to the invoices, QuickBooks offers a variety of reports that allow you to verify the information and confirm that everything is accurate. Simply apply the appropriate filter to find the specific data you need. For more guidance, you can refer to this article: Customize Reports in QuickBooks Online.

 

If you have any further questions about linking your payments or need additional support as you get familiar with the QBO platform, please let us know so we can further assist you. Remember, keeping track of your reports will help you maintain clarity in your finances. Have a nice day!

October 20, 2024

Thanks for responding.

 

I have recently transitioned from doing a bunch of stuff on Excel to using QuickBooks Solopreneur. I do not have invoices created for these payments because I created my invoices before in Excel. Do I need to create new invoices in Solopreneur? I don't want to send new invoices out to anyone to do with these payments because I've already sent them invoices and been paid for them. As for the payments, some payments are bank transfers and others are checks deposited into my account. I appreciate any advice you have for me.