Receive Payment from John Smith for $100 using American Express
Chantelle Heckbert |
9 steps |
32 seconds
1
Navigate to [https://app.qbo.intuit.com/app/homepage](https://app.qbo.intuit.com/app/homepage)
2
Click "New"
3
Click "Receive payment"
4
Type in customer name and select from drop down menu.
5
Enter payment method type and reference number. This is information to have on file incase you ever need to look back.
6
In the "Deposit to" field, ALWAYS select Undeposited Funds.
7
Click "Undeposited Funds"
8
Enter the total amount of the payment received. QuickBooks will automatically apply it to the oldest invoice. You can check and uncheck the boxes next to the invoices to make sure the payment is applied to the correct invoice.