I'm going to provide more information on how to apply customer payments in QuickBooks Desktop. If you're using QuickBooks Payments when. If you're just starting out, select a pay-as-you-go plan and only pay when you accept payments. No obligation, no monthly fee. If you have more processing needs. Native QuickBooks Software · Create (+) > Receive Payment if you receive payment for a sale that you already entered on an invoice. · OR Create.
Good morning, @sbaker1. Thanks for reaching out to the Community.
I need to ask, do you have QuickBooks Payments with us? If so, this could be the reason why you see duplicate deposits. I'm going to provide more information on how to apply customer payments in QuickBooks Desktop.
If you're using QuickBooks Payments when processing ACH payments, you have the option to link it to your company file. This way you can send invoices that will be deposited directly into your bank account. Here's how:
- Click the Customers menu.
- Select Link Payment Service to Company File.
- Enter your User ID and Password and select Link Service.
- Hit Transfer then Yes, transfer.
However, if you're using a different service, you can manually receive your customer payments. You can deposit them in the Undeposited Funds account to hold the funds until you're ready to deposit them. I've provided the steps below:
- Click the Customers tab, then Receive Payments.
- Enter the customer name in the Received From drop-down.
- In the Payment Amount field, enter the payment you received from the customer.
- Press the More button, then Add New Payment Method button.
- Set up your payment method then click OK.
- Mark the invoices you want to receive the payment.
- Hit Save & Close.
Here's a couple of articles that you may find helpful:
Let me know if you have any further questions. I'm always here to lend a helping hand.