Receive Payments

How to link PayPal to QuickBooks Online [Part 2]

When you’re using PayPal to receive customer payments, PayPal works like a separate bank account. When a customer pays you, money is transferred from the customer to your PayPal account. These funds will then remain in your PayPal account until you initiate a transfer. The transfer will then move the funds from your PayPal account into your Checking account…..

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Video: Client Retainers, Deposits, and Pre-Payments

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Adding Transactions from Quickbooks Online Bank Feeds

In this Quickbooks training tutorial, you will learn how to add transactions from the Quickbooks Online bank feeds center. You will see the results of the transactions you added as well as find them in the review center in the “in Quickbooks” section…

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Video: Importing Files to Quickbooks Online Bank Feeds

In this video, you will learn how to import qbo files in to the bank feeds review center in Quickbooks online. QBO files are an example of webconnect files. These are files that you can import and review and edit as bank transactions. With qbo files, the result is the same as connecting to the bank and downloading them through bank feeds. The transactions go in to the review center just the same…

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Using PayPal with QuickBooks Online (Part 1)

If you’re using PayPal and QuickBooks Online then this blog post is for you. It will show you how to link PayPal to QuickBooks Online. And then, show you how to how to enter payments made with PayPal into QuickBooks Online correctly.

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Where is the Menu to Record a Payment from a Customer?

When a customer pays on an invoice, receive the payment in QuickBooks Online using the steps below.

Plus sign (+) > Receive Payment.
For a sales receipt: choose Plus Sign (+) > Sales Receipt
For a deposit: choose Plus Sign (+) > Bank Deposit

Note: In QuickBooks Online, we record a payment only when the customer was given an invoice. If you didn’t invoice your customer for an amount they paid you, you should enter a sales receipt or a deposit instead of a payment.

Receive Payment Screen in QBO

Receive Payment on an Invoice:

Choose Plus sign (+) > Receive Payment.
Enter the name of the Customer.
Enter the Amount, Pmt Method, and the Reference no.   If recording a payment by ACH, NEFT or another direct method you can choose Add New from the drop-down, label the method ACH or another term of your liking and make a note in the reference number field.
Make sure that the correct invoice is checked. You can uncheck the wrong invoice and check the correct one manually if necessary.
You can use a filter for a date range on the Receive Payment page to limit the number of open invoices that are displayed.
Choose to either Deposit To your checking/Cheque account directly or to Undeposited funds, which will put it in the Bank Deposit screen to batch together with others.
Click Save.

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Where is the Menu to Record a Payment from a Customer?

When a customer pays on an invoice, receive the payment in QuickBooks Online using the steps below.

Plus sign (+) > Receive Payment.
For a sales receipt: choose Plus Sign (+) > Sales Receipt
For a deposit: choose Plus Sign (+) > Bank Deposit

Note: In QuickBooks Online, we record a payment only when the customer was given an invoice. If you didn’t invoice your customer for an amount they paid you, you should enter a sales receipt or a deposit instead of a payment.

how to enter nsf checks in quickbooks online

Receiving a notification that a customer check has bounced can be confusing, especially to new QuickBooks Online users. Your first question may probably be something along the line of, “How do I handle this?” or, “What do I do now?”

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Receive Payment Screen in QBO

Receive Payment on an Invoice:

Choose Plus sign (+) > Receive Payment.
Enter the name of the Customer.
Enter the Amount, Pmt Method, and the Reference no.   If recording a payment by ACH, NEFT or another direct method you can choose Add New from the drop-down, label the method ACH or another term of your liking and make a note in the reference number field.
Make sure that the correct invoice is checked. You can uncheck the wrong invoice and check the correct one manually if necessary.
You can use a filter for a date range on the Receive Payment page to limit the number of open invoices that are displayed.
Choose to either Deposit To your checking/Cheque account directly or to Undeposited funds, which will put it in the Bank Deposit screen to batch together with others.
Click Save.

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