Recording a payment to QuickBooks

After depositing a check, you can record its payment in QuickBooks. 

Note: There must be an active invoice in QuickBooks to record a payment.

1. Open the mail item containing the deposited check, then select the Details tab.
   
2. Under Check status, select Details. The Deposit details panel opens.

3. Next to QuickBooks, select Record payment.
   

   If you see Connect instead, select it to open Settings > Integrations. Connect your QuickBooks account, then return to the check’s deposit details and select Record payment.
   

4. Step 1 – Customer: Search for the customer and select the correct result. Select Next.
   
5. Step 2 – Invoice: Select the invoice to apply the payment to, then select Next.
   
6. Step 3 – Deposit account: Select the account for the payment, then select Next.
   
7. Step 4 – Review: Check the payment details. If they’re correct, select Record payment.
   
8. A Payment submitted message appears. The QuickBooks status for the check will update to Submitted, then to Recorded, with the company name and date. If recording fails, the status shows Failed with a Try again option.
   

Viewing the Payment in QuickBooks 

The payment will be reflected in your QuickBooks account.

1. To view the record, click the magnifying glass in your QuickBooks interface  on the top right of your screen. Enter the invoice number that received the payment record. Select the invoice.

2. The payment status for the invoice will be PAID.

3. To view payment details, Select “1 payment made.”  It will reflect the recorded payment amount. Select the date to view the payment details.

Viewing and linking Check Scan to QuickBooks invoice

1. Scroll to the bottom of the page. Here you'll see any existing attachments.

You can also click on "Show existing" to view unlinked attachments. 

2. Options will appear on the right where you can find and select the corresponding check scan.  Click "Add" to attach the image to the invoice.

3. The scan is now linked and will show up under the "Attachments" to the QuickBooks invoice.  Use options along the bottom to "Cancel", "Revert" or “Save” the changes to the invoice.

Once changes are saved, a message will appear saying “Invoice #### saved.”

Note that you can click the corresponding trash can icon or "Clear all lines" to delete the recorded payment and clear the "Amount received" in your QuickBooks account.