Will I categorize the invoiced payment on the bank transactions page after entering it on the invoice?

Glad to have you here today, drstewart512. I appreciate you sharing your queries with us when handling payment transactions to match the invoice created in your account. Let me help you link these entries in your banking feeds.

If you use QuickBooks Payments to receive the funds, we'll process the payment and categorize it into the correct account.

However, if you've manually recorded the amounts received, you can match the payment transaction downloaded on the Banking page. To do this:

1. Go to the Banking menu and select the bank where your customer's payment has been deposited.
2. Find the transaction with the correct details. QBO will automatically detect the transactions that match the downloaded ones from the bank. A green mark will show on the transaction.
3. Select the transaction and verify the details.
4. Once done, click Save.

Then, to help you streamline the process, feel free to utilize this reference to learn how you can classify downloaded bank entries in the banking feed: Categorize online bank transactions in QuickBooks Online.

Once ready, start reconciling your account to make sure they always match your bank and credit card statements.

I'll be more than excited to assist you further with any added questions when managing payments in your file. Just keep me posted, so I can get you covered. Keep safe and have a good one!