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cherneyj1
January 14, 2024
Question

How do you claim an online payment that was made by a vendor? I wasn't expecting an online payment but I can see and ID# and the last 4 of a credit card.

  • January 14, 2024
  • 1 reply
  • 0 views
I'm not currently set up to receive payments online.

1 reply

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AnneMariee
January 15, 2024

Hi there, @cherneyj1.

 

Let me give you some insights on the online payment you received.

 

To provide you with the best assistance, it would be helpful if you could provide more details about where you're seeing the payment information.

 

If the payment you're referring to is visible in your bank feeds, it's important to note that the payment has already been cleared by your bank and is available in your bank account. In this case, you simply need to categorize or add it to QuickBooks to ensure that it's accurately recorded in your account. I'm here to help you through this process.

 

  1. Go to Transactions, then Bank transactions.
  2. Select the tile for the account you want to review.
  3. Select the For review tab to start your review.
  4. The next step depends on how QuickBooks recognizes your transactions.
    • Add - If QuickBooks doesn't recognize a manually recorded transaction.
    • Match - If QuickBooks matched the transaction with the one you already entered. This links them together so you don't get duplicates.

 

For more information on categorizing your transactions, you can check out the articles below:

For future reference, I'll leave this helpful resource for information on reconciling your accounts to ensure they're balanced and accurate: Learn the reconcile workflow in QuickBooks.

 

For any further clarification or concerns regarding online payments in QuickBooks, please don't hesitate to leave a reply. I'm here to help you out and make sure you're on the right track. Keep safe.

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cherneyj1Author
January 15, 2024

Thank you but the payment is not in the bank feed, nor was it deposited into our bank account. It was credited to payments to deposit - other current asset. I'm trying to determine how to claim the payment and get it deposited to the bank account. 

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ChristineJoieR
January 15, 2024

Hello there, cherneyj1. I'm here to demonstrate how to retrieve the payment placed into the Other Current Asset account in QuickBooks Online.

 

If you wish to transfer the funds to your bank account, we can proceed by creating a bank deposit and then identifying the specific amount you intend to deposit into your account.

 

Here's how:

 

  1. Select + New.
  2. Select Bank Deposit.
  3. From the Account ▼ dropdown, choose the account you want to put the money into.
  4. Select the checkbox for each transaction you want to combine.
  5. Make sure the total of the selected transactions matches your deposit slip. Use your deposit slip as a reference.
  6. Select Save and close or Save and new.

 

Alternatively, combine all transaction deposits and select the checkbox for each transaction you want to combine. Refer to this article for guidance: Record and make bank deposits in QuickBooks Online.

 

Feel free to post or hit the reply button if you have follow-up concerns about payment and deposits in QBO. I'm always here to help. Stay safe always. 

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