Quickbooks: How to Receive Payment

Whether your customer short pays the invoice, or overpays the invoice, this how to receive payment tutorial walks you through how to handle it. Maybe they pay by cash, check or credit card? This how to receive payment in Quickbooks video walks you through how to record it.

Also, DON"T MISS the part where I discuss the steps you NEED to take BEFORE recording payments from customers.

[QbuniversityOrg]

Feel free to leave a comment or question here!

[BrazilResearcher]

Thank you for the support…now I can do the job with more confidence.

[michellefLA]

Please show how to send batch invoice and aging report? Thank you!

[michellefLA]

Thank you so much! I worked with a cpa before, and clients sometimes clients use their personal account money to pay for their business tax prep fees. How do we record the payment to separate business account from personal account? Thank you!

[PeterMaez]

I have a rental company for walkies I just open with inventory, When I create a invoice it deducts from my inventory, how do i put it back into inventory after the invoice is paid

[deniseprado]

Hello, I have been trying to get my POS system to link our daily sales to the record deposits box but it won't. It sends it directly to the COA. Also notice that when I try to reconcile they aren't there. Not sure what to do at this point. Everything seems to be set up correctly 😕.

[m.kugach]

We have a school and charge a deposit (another word for early payment) toward the next year's tuition in the current year. Before I arrived, they were charging a pre-paid tuition(liability) account for the deposits. Now I have money in this account (liability) and I'm not sure the best way to get it applied to the invoices that were created in the new fiscal year. I've read that I can change the liability to A/R and apply the funds as a credit, but some entries are multiple families in one deposit. QB only allows one A/R per deposit. How do I get this applied to the invoices and erase the transactions in the liability account?

[getright]

Is it possible to create 1 payment for invoices of 2 different customers?

[eiengel]

I am confused, the invoice was made by the client a year ago, now in 2022, I am registering the accounting, how do I register that invoice in the accounting to use this customer pyment process? thank you and be able to apply the deposits you made to the client and I see them in the bank feed

[betsy]

Hello Thank you for this video. I wish I would have seen it before I screwed it all up. I didn't have my preferences set up to auto apply the payment to the invoice and now I have pymts paying the incorrect invoice. Also I have a client and his wife with separate invoices but the husband pays all the total bill with one payment how do I enter this?

[jessicanaidoo]

Hi... Pls assist me. I put in the incorrect amount in received payment. How do I correct it

[michelleengler]

Hi! Can you explain the proper way to split a payment for two different companies in Quickbooks Online? We have two companies with similar names. Common ownership, but two completely separate entities. For example sake, one is called Push Bar LLC (Company A) and one is called Pull Bar LLC (Company B). When customers send payment, they send to Company A...they don't know some of the product was sent from Company B, they only know about Company A. It is not feasible to ask the customers to send two seperate checks. What is the proper way to receive and split this payment in QBO without creating an expense for one company?

[bakhahmpebe]

how do you receive a repayment of a loan from a sister company you borrowed money

[lindafanaei]

Received a payment and was 0.30 over how can i fix it

[jessicanaidoo]

Client paid R700 000.00 and I captured R7 million.. How do I correct it