Changing invoices to paid

You've raised your invoice concern in the right place, Iona.

I'll gladly guide you on marking your invoices paid from payments made via bank.

If you upload the bank payment transaction and match it with the invoice in QuickBooks Online (QBO), it will automatically mark the invoice as paid.

There are two options for this. You can connect your bank in QBO to automatically download your bank transaction or manually upload the payment transaction via CSV and match the invoice.

After that, you can follow these steps to match payments and invoice transactions:

1. Go to Transactions and select Bank Transactions.
2. Look for the payment transactions from the For Review section and click it.
3. Look for "matches found" in the Category or Match column.
4. Check the info and review the Suggested Match for any possible transaction pair.
5. Click the Match icon if it's correct. Then, the invoice will be automatically marked as paid.

Check out this article for more info: Match online bank transactions in QuickBooks Online.

If you want to learn how to mark the invoice as paid manually, you can read this article: Record invoice payments in QuickBooks.

You may want to learn how to view the Sales Transactions by Customer report. Feel free to visit this article: Run reports in QuickBooks Online.

Don't hesitate to return here if you have additional questions about managing your invoice transactions. We'll be willing to help. Take care, and enjoy the rest of the week.