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December 3, 2023
Question

Does Square import sales transactions on invoices marked Paid by "Other"?

  • December 3, 2023
  • 1 reply
  • 0 views
I sent an invoice to a customer, who then paid by ACH (not through Square).  I manually marked the invoice as Paid by "Other".  Will this transaction get imported to QBO?  

1 reply

December 3, 2023

Hello there, @jacquijax.

 

Let me share some information about importing sales transactions on invoices in QuickBooks Online (QBO).

 

QuickBooks Online (QBO) can automatically import payment transactions and convert them into sales receipts if you use Payments. On the other hand, if you're not using Payments, the transaction can still be imported as long as your bank is connected to QuickBooks.

 

However, manually recording the payment transaction may lead to duplicate entries. To offset these duplicates, I recommended to match the two transactions. This will allow for the accurate recording of payment transactions and prevent any discrepancies in the financial records. Let me guide you through the steps to match duplicate transactions.

 

Here's how:

 

  1. Sign in to your QBO account.
  2. Go to Bank Transactions, under the Category or Match column, and look for matches found.
  3. Click Match if you can found.

 

If you can't find a match, you can manually match transactions by following these steps:

 

  1. Go to Bank Transactions
  2. Select the transaction you want to match.
  3. Click Find match beside the Categorize.
  4. A Match transactions page will prompt, then select the transactions you can match.
  5. Once done, click Save then Match.

 

If in case you want to reconcile your bank transactions, you can visit this article for guidance: Reconcile an account in QuickBooks Online.

 

Don't hesitate to come to this post if you have concerns and follow-up questions about bank transactions in QBO. I'll be here to lend a helping hand.