banking payment received: How do I credit a banking payment received, to a customer’s account when the invoice has not yet been created? I don’t want to have to click the + icon each time.
You don’t want a Payment to be dated in advance of the invoice. Yes, you are creating negative AR, which is “unapplied income.”
You would use Sales Receipt instead of Invoice and payment. Sales Receipt = you got paid AND this is the date of the charges = one step.
Resolution for 'banking payment received issue: 'How do I credit a banking payment received, to a customer’s account when the invoice has not yet been created? I don’t want to have to click the + icon each time.' available: Yes.
The banking payment received issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the banking payment received issue yourself by looking for a resolution described in the article. If it is a complex banking payment received issue or you are unable to solve the issue, you may contact us by clicking here or by using other banking payment received support options.
For more information about resolving issues related to banking payment received in Quickbooks/QBO or to get support for the issue 'How do I credit a banking payment received, to a customer’s account when the invoice has not yet been created? I don’t want to have to click the + icon each time.', click the link below: