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Quickbooks Invoicing – Has This Happened To You?

If you use Customer Invoicing, it is important to receive the payment against the appropriate Customer Invoice to CLOSE the Invoice.

In cases where this process has not been followed, the payment will show in the Bank Account ledger as a Deposit, however, the Invoice will still be OPEN, overstating your Account Receivable Income.

One way to correct, if the account has not been reconciled for this period, is to delete the Deposit from the ledger; go to the Customer Tab, click Receive Payment, select the appropriate Customer, and select the related Invoice.  Save and Close.

Do you have questions about other Quickbooks processes?  Submit your questions here, or on our Facebook page.