How to Receive Payments in Quickbooks Online

How to receive payments n Quickbooks Online shows you the proper way to record payments you receive from customers in Quickbooks Online.

There can be multiple ways you get paid in your small business, but one of the most common is when you send an invoice to a customer. When they send you payment for this invoice, whether it's cash, check, bank transfer or credit card, you have to receive that payment in Quickbooks Online. This video details the exact steps you need to take to properly record these payments as received in Quickbooks Online.

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[QbuniversityOrg]

Feel free to leave a comment or question here!

[larryps]

Very helpful. I like your teaching style so I am subscribing. Thanks

[ericag]

Do you have a video about how to do the undeposited funds deposit?

[marknowicki]

How do I set up so Zelle and Venmo shows when paid? Thanks

[georgebustos]

In the desktop version there was an easy way to write off an underpayment right from the customer payment screen. I don't see that option in QBO. How do you write off underpayments in QBO?

[MKM-lrvs]

do you do the same thing (adding payment) even if the deposit is automatically recorded by QB as entering your bank account? Or would this be creating a duplicate that would make things difficult later on ?

[theromanfamily]

Hi, thanks for the video. What is the difference between matching the deposit from the bank feed to the invoice vs the receive payment option?

[Aniket-ep]

In my quickbooks there are alot of open invoices in fraction or decimals like .1 or .2 how to receive them all without wasting much time

[dugandame]

We currently "Find Matches" for invoices once they hit our bank feed, then we match the (check) deposit to the invoice. This can get confusing especially as we grow. My question is, if we choose to "Receive Payment" as you clearly/easily instructed in this video, where do we match the deposit to once it hits the bank feed now that a specific invoice is considered "paid".

[JenSchenker]

So what does it do if you choose clear payment?

[ChrissyReese-ef]

when i am on receive payment why is the credit section at the bottom? it says deposit. if i uncheck that then the amount applied is correct. so should i be unchecking and if so why is it there? thank you

[ShabanaSarwar-dj]

How can I change the date of when payment was received. I received a payment but forgot to change the date of when I received it.

[cindyengstrom]

My invoices are not showing up so I can click on them to place them in undeposired funds.

[royaldiadem]

Please help. A client claimed to have paid an outstanding invoice via ach and i can't find it in my banking feeds, where else can it be found in quickbooks?

[HAC]

I recently switched from QB desktop to Online 2021. When I ran into some problems, the QB help line instructed me to NOT record payments using the Receive Payments option the way you are showing in the video, but to go to the downloaded bank transactions and match the payments from there. The problem appears to be, though, that this is a hit and miss affair" some deposits are matched correctly, others are recorded in the bank register, but not properly allocated toward the customer invoice. If I use the method described in this video, will QB just match up the deposit with this recorded payment, or will there be some kind of duplication?

[scarlettbamaRTR]

How to record mONE PAYMENT that applies to multiple invoices? (same client?)

[karleciaswan]

how do you deposit the actual money into the bank's checking account?

[brentbeanblossom]

If I have a deposit for 70 invoices weekly, without receiving 70 payments one-at-a-time, is there a way to receive all payments against all invoices with the same date?

[troywhitney]

I’ve been waiting over a week for a large Quickbooks payment to process from my client. No idea how long it will take. This is unacceptable that they would keep me in the dark. I may have to ask them to stop payment. I would think twice before using Quickbooks as a payment solution. This is the very stressful and the company has NO response other than apologies and vague estimates of how long it is supposed to take. This should be illegal.

[FrankBrill]

I'm moving from Quicken to QB Pro Online. In 2021, I billed some 100 customers via Quicken invoices. For 2022, do I need to create separate invoices for all customers