How to Record Customer Payments in QuickBooks 2010
QuickBooks 2010 makes recording customer payments easy. When a customer pays an invoice that you’ve previously sent, you can record that payment in QuickBooks by using the Receive Payments window.
2In the Received From text box, identify the customer paying you.
If the customer doesn’t appear in the drop-down list, type the customer’s name in the text box.
3Record the payment information in the Date, Amount, Reference #, Pmt. Method, Card No., and Exp. Date text boxes (if appropriate).
You don’t have to fill in all the text boxes if the information isn’t relevant to the payment.
4In the list box, click the invoice or invoices paid.
QuickBooks lists the open invoices for the customer in the columns area of the Receive Payments window.
5(Optional) Click the Discount & Credits button.
QuickBooks displays the Discount and Credits dialog box.
6Click the Credits tab, and then select the credit that you want to apply to the selected invoices.
The credits you can use appear in the Available Credits list box.
7Click the Discount tab and select the discount that you want to apply to the invoices.
Apply discounts works like applying credits.
The Discount and Credits dialog box closes.
9From the Deposit To drop-down list, select the account to which you want to deposit the check or select the Group with Other Undeposited Funds option.
This selection indicates whether you immediately deposit the payment or batch the payment with a bunch of other payments that you later deposit.
10Click the Save & Close or Save & New button to save the customer payment information.
Click Save & New if you want to record another customer payment. Otherwise, click Save & Close.