After you’ve uploaded your Sales Invoices to Receipt Bank, we’ve extracted all of the data and you’re ready to publish to QuickBooks Online, make sure that you receive payment for your invoice before you match it against the payment
- Publish the item from Receipt Bank to QBO
- Find the payment in the ‘Invoices’ section of the ‘Sales’ page in QBO.
- After your customer has paid you, mark the invoice as completed by clicking ‘Receive payment’
- Alternatively, click the ‘+’ icon and ‘Receive Payment’. Type the name of the person paying you into the ‘Customer’ field and click to onfirm which invoice has been paid.
- When you’ve received payment from your customer, match your Sales Invoice to the Bank record from the ‘Banking’ page of QuickBooks.