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firechaser
November 12, 2021
Solved

customer sent us two checks

  • November 12, 2021
  • 1 reply
  • 0 views

Sent invoice to customer, customer sent us a check. Everything is good.

Now the customer sends a second check for the same invoice.

I have already deposited the check in the bank. Now I need to know how to record that deposit in Quickbooks Desktop. And then I need to create a Credit Memo for the customer.

Best answer by MirriamM

Hello there, @firechaser.

 

I'm here to share some insights on how you can record your transactions.

 

To create a deposit to record the 2nd check you received for the invoice that has been paid, here's what you'll need to do:

  1. Go to the Banking menu at the top.
  2. Select Make Deposits.
  3. In the Payments to Deposit window, click OK.
  4. In the Make Deposits window, enter where you want to deposit the money in the Deposit To field.
  5. Enter the Date and Memo.
  6. In the Received From column, select the customer. 
  7. Check the deposit total. Make sure the account and selected payments match the deposit slip from your bank. Use your deposit slip as a reference.
  8. Click Save & Close.

 

To create a credit memo, see the below steps:

  1. Go to the Customers menu at the top. 
  2. Select Create Credit Memos/Refunds.
  3. From the Customer:Job drop-down, select your customer.
  4. Enter the items you're giving credit for.
  5. Choose Save & Close.
  6. In the Available Credit window, choose what you want to the with the credit.
  7. Click OK.

 

For more information about the process above, see the below articles:

 

For future help, here's an article that you can use when reconciling your accounts: Reconcile an account in QuickBooks Desktop.

 

Keep me posted if you have other questions about managing your transactions in QuickBooks. I'll be around to help you again. Stay safe and have a good day.

1 reply

M
MirriamMAnswer
November 12, 2021

Hello there, @firechaser.

 

I'm here to share some insights on how you can record your transactions.

 

To create a deposit to record the 2nd check you received for the invoice that has been paid, here's what you'll need to do:

  1. Go to the Banking menu at the top.
  2. Select Make Deposits.
  3. In the Payments to Deposit window, click OK.
  4. In the Make Deposits window, enter where you want to deposit the money in the Deposit To field.
  5. Enter the Date and Memo.
  6. In the Received From column, select the customer. 
  7. Check the deposit total. Make sure the account and selected payments match the deposit slip from your bank. Use your deposit slip as a reference.
  8. Click Save & Close.

 

To create a credit memo, see the below steps:

  1. Go to the Customers menu at the top. 
  2. Select Create Credit Memos/Refunds.
  3. From the Customer:Job drop-down, select your customer.
  4. Enter the items you're giving credit for.
  5. Choose Save & Close.
  6. In the Available Credit window, choose what you want to the with the credit.
  7. Click OK.

 

For more information about the process above, see the below articles:

 

For future help, here's an article that you can use when reconciling your accounts: Reconcile an account in QuickBooks Desktop.

 

Keep me posted if you have other questions about managing your transactions in QuickBooks. I'll be around to help you again. Stay safe and have a good day.

S
Sarahlenita
December 16, 2022

How do I do this on quickbooks online?

M
Mark_R
December 16, 2022

Thank you for posting your concern here in the Community, @Sarahlenita.

 

I'm here to help record a deposit and create a credit memo in QuickBooks Online (QBO).

 

Here's how to create a deposit in QBO:

 

  1. Click the + New button, then select Bank deposit.
  2. From the Account drop-down, choose the account you want to put the money into.
  3. Go to the Add funds to this deposit section, then enter the deposit information.
  4. Click Save and close.

 

Once done, you can follow the steps below to create a credit memo:

 

  1. Click the + New button, then select Credit memo.
  2. Select the customer from the drop-down.
  3. Enter the necessary information.
  4. Click Save and close.

 

I'm adding these resources for more guidance:

 

 

You may also want to run and customize reports in QuickBooks Online. This will help you focus on the details that matter the most to you, especially your sales and purchase transactions.

 

Our Community forum is always open to help you again if you need more assistance making deposits and creating credit memos in QBO. Have a good one!

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