Step by Step Guide to Using QuickBooks


Recording Customer Payments in QuickBooks

How to Record Customer Payment in QuickBooks
Mac Edition

Step 1. Go to the Customer menu at top menu bar, and click Receive Payments.

Step 2. Select the customer at Customer:Job drop down menu, and complete form with the date, amount, payment method, etc. (Ensure correct payment is applied to associated Invoice.)

Step 3. Click button at Deposit to dropdown and select the bank you have or will deposit received payment to. If you are not sure where you will deposit the received payment, use the Group with other undeposited funds option to hold it until you are ready. (When you are ready, go to Banking at top menu bar, select Make Deposits then check off the deposit and click ok. You will then be taken to the next screen where you will be able to select the correct bank. Be sure to change the date to reflect deposit date.)

Step 4. Click Save.



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1099 Setup & Printing

Banking Setup & Management

Company Setup & Management

Employee Setup & Management

Customer Setup & Management

Vendor Setup & Management

Payroll Setup & Management

Deposits & Undeposited Funds

Financial Statements & Reports

Reimbursements & Investments

Invoicing & Receivables

Bookkeeping 101


Third-Party Applications

Preferences & Customization

C.O.A Setup & Management