When you receive payment for a statement you've sent to a customer, you
use the Receive Payments window to record the payment. This window lists the
outstanding invoices or statement charges for the customer you select. You
cannot enter customer payments directly in the customer or the A/R
If you have signed up for QuickBooks Online Billing, you can record
the payments you've received electronically.
If you prefer to group your payments with other undeposited funds by
default, ensure that this Sales & Customers preference is turned on.
Use Undeposited Funds as the default Deposit To
This preference causes QuickBooks to set Undeposited Funds as the default
account for depositing payments.
When this preference is off, QuickBooks displays the Deposit To field on the
Receive Payments and Enter Sales Receipt windows. You must click a destination
account from the drop-down list.
Where to find this preference:
Open the payments preferences.
Choose Edit > Preferences.
In the list at the left of the Preferences window, click Payments.
Click the Company Preferences tab.
To do this task
Go to the Customers menu and click Receive Payments.
Complete the fields in the top half of the window. If the payment is for a
particular job on your Customers & Jobs list, choose the job as well as the
customer's name in the Customer:Job field.
If you received one payment that covers multiple jobs, apply the appropriate
amount of payment to each job separately.
Choose the account into which you want to deposit the payment from the
Deposit To drop-down list.
(Optional) Redistribute the
Save the payment.
Enter statement charges
Edit or deleting a deposited
QuickBooks applies payments
Overview of receiving payments in
Overview of depositing funds
Apply a discount for
Add charges for late