How do I show a 3rd party cc processor (Square) payment as a credit for an invoice (or Pledge)?

Hi there, @AYC 2023. Let me guide you through the process of applying third-party credit card payments to invoices or pledges in QuickBooks Online (QBO) for a seamless experience.

If the transaction is still in the "For review" tab, the best action to take is to match it. Matching transactions ensures your QuickBooks and bank records are in sync, facilitating a seamless reconciliation process.

Here's how: 

1. Go to Transactions, and select Bank transactions. 
2. Select the tile for the account you want to review.
3. Click on Find match. 
4. Make sure to check and review the date of the transactions to find the accurate match before proceeding.

However, if the transaction is already "Added" in the "Categorized" tab, the best action is to open the transaction and set the account from "Deposit" to "Accounts Receivable". Here's how: 

1. Go to Transactions and select Bank transactions. 
2. Go to the Categorized tab, and select and open the transaction you want to review. 
3. Under "Add funds to this deposit category" and under the "Receive from" dropdown menu, select the customer.
4. Under the "Account" column, set the account to "Accounts Receivable."
5. Hit Save and Close.

Afterward, proceed to Receive payment to clear the invoice using the deposit.

In addition, for more information on recording payments and making deposits in QBO, please refer to these articles:
 

• Record invoice payments in QuickBooks Online
• Record and make bank deposits in QuickBooks Online

Please don't hesitate to reach to us if you have questions about invoice in QBO. I'll be of help. Have a good one. 

@AYC 2023 

You can use a 3rd party connector to reconcile Square transactions into QBO.