How to reconcile invoices in your QuickBooks account

When receiving a customer's payment, you'll need to use the Receive Payment option instead of recording it as a Bank Deposit. This will ensure that the invoice can be marked as paid in QBO.

  1. Navigate to the Accounting on the left panel and select Chart of Accounts
  2. Select the account where the payment was deposited and then click view register
  3. Then click Edit
  4. Once on the Bank Deposit Screen, select the customer's name in the Received From the column.
  5. In the Accounts column select Accounts Receivable
  6. Click Save and close.
  7. The payment will show up as a credit in the Receive Payments tab.
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Using QuickBooks with Rho
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Rho is a fintech company, not a bank. Checking and card services provided by Webster Bank, N.A., member FDIC; savings account services provided by American Deposit Management Co. and its partner banks.