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donnellyskylight
March 21, 2021
Question

How do I record a customer credit card payment towards an invoice that was created in another application?

  • March 21, 2021
  • 2 replies
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    2 replies

    Lourdes-Fernandez
    Lourdes-Fernandez
    March 22, 2021
    Good morning donnellyskylight,

    I hope you had an awesome weekend! I would love to share some information in regards to your question.

    If the payment took place outside of QBO and we just want to record the credit card payment, we can do this a few ways. (If this application is integrated with QBO, we should have an invoice in QBO as well)

    Option#1 - we can locate the invoice through our Sales-Customers Tab or Invoices Tab and receive payment once we have the invoice open. Receive payment will be located in the top right-hand corner of our invoice. Once we select the Receive Payment Icon we just enter the details as per usual.

    Option#2 - If our accounts are connected in our Banking Tab section, we can match the transaction to the invoice, and this will automatically record the invoice as paid.

    Option #3 - From our +NEW Menu in the top left hand corner of our product we can select receive payment from our customer column, and record payment against the invoice as per usual.

    If we choose option 1 or 3 we just want to ensure we match the payment if our accounts are connection the Banking Tab so we don't get any duplicates of this transaction. We can review our Bank Register once we finalize this transaction to ensure no duplicates were created.

    Record invoice payments in QuickBooks Online
    https://quickbooks.intuit.com/learn-support/en-ca/manage-invoices/record-invoice-payments-in-quickbooks-online/00/261924

    Categorize and match online bank transactions in QuickBooks Online
    https://quickbooks.intuit.com/learn-support/en-ca/banking-currency/match-and-categorize-bank-transactions-in-quickbooks-online/00/262536

    I hope this information helps!

    Kindest Regards,
    Lourdes Fernandez
      Rebecca R
      Rebecca R
      March 22, 2021

      Hi there donnellyskylight,

       

      It's important that you know the best way to record your income and expenses using QuickBooks Online. Since there are a few ways, knowing the different option and what's best in specific situation is helpful. @Lourdes-Fernandez has given you lots of fantastic information to work with here when it comes to recording an Invoice Payment, but I'd like to expand a little to ensure that you get all the support you need.

       

      If the Invoices that you've created in a different application are being imported into QBO, you'll simply need to record the Payment, as outlined in Option #3 of the response above. If your Invoices aren't being imported in, you'll still need to create them in QBO so that you have all parts of the transaction entered into your books. In that case you'll want to navigate to the + New button and record the Invoice first, then the Receive Payment transaction to match. You'll be able to match these transactions once they appear in the bank feeds as well if you're using that option. 

       

      This should just about cover it, but if you have other questions don't hesitate to drop a line here. I'm happy to continue supporting you. Have a great week!

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