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A
AirKevin
November 23, 2022
Question

Zelle payment credit to customer account, not to pay an invoice

  • November 23, 2022
  • 1 reply
  • 0 views

My customers regularly keep a credit balance on their accounts.   Is there a way in Banking > For Review to credit a downloaded Zelle payment directly to a specific customer's credit balance?  

 

I am currently receiving payment, then going back and matching the payment.   There must be a way to do this in a single step, directly from the "For Review" window.  

 

I already know I can "match" to an invoice.   But this is a credit balance, so there is no invoice to match.   

1 reply

J
JonpriL
November 23, 2022

Hi there, @AirKevin.

 

I hear you. Thank you for letting us know how you manage to make a workaround for online credit balances made by your customers and get them categorized for your sales transactions in QuickBooks. 

 

Saying you've been creating a payment, going back to match it with an invoice, and this is taking much of your work, I recommend letting your voice be heard throughout the entire platform by sending your experience via feedback. I'll walk you through the steps to accomplish this.

 

  1. Go to the Gear icon.
  2. Under PROFILE, select Feedback.
  3. Describe how you wish to match a downloaded transaction with an existing credit balance is helping you work efficiently in QuickBooks.
  4. Select Next.
  5. Click Skip and send message.

 

I'm including our Customer Feedback for QuickBooks Online page to track the status of your request and get the latest updates from our developers. Updates such as how the recent enhancement made to QBO helps our business owners, like you.

 

It'll always be my pleasure to help if you've got other questions aside from working with online payments and sales transactions in QuickBooks. I'll be here to help.

A
AirKevinAuthor
November 23, 2022

Hi Jonpril,

I think you misunderstood the question...  

But I think that you meant Quickbooks can't do it and I should suggest it.

Thank you,

Kevin

Rubielyn_J
Rubielyn_J
November 24, 2022

It's a pleasure to have you here again, @AirKevin.

 

You're right! JonpriL is suggesting for you to send a feedback regarding online credit balances made by your customers since this is currently unavailable.

 

Please know that you’re always welcome to post in the Community space for any QuickBooks concerns you may have.

 

If you need tips and resources to manage your QuickBooks Online account and finances, feel free to visit our Support page to learn more. This provides information to help your navigation experience be more effective.

 

Let us know if you have other concerns with online credits. We'll be happy to lend a helping hand. Stay safe!

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