This workflow provides instructions for adding different types of customer payments in QuickBooks Online.

Cash / Check / Zelle 

1. Click on + New in the upper left hand corner of QBO
2. Click on receive payment
3. Indicate how much was paid, check off the invoices that were paid and then choose where the funds will be deposited to (likely the checking account)
4. In the transactions/banking screen, you’ll want to match/confirm (meaning “hey QuickBooks, please link this downloaded data with stuff I, the human, previously entered’)

QuickBooks Payments

1. Get a cup of coffee/tea and put your feet up
2. In the transactions/banking screen, you’ll want to match/confirm (meaning “hey QuickBooks, please link this downloaded data with stuff you, magical QBO payment applying robot, previously entered’)

PayPal 

1. Block your calendar, this is going to take way longer than it should 
2. Click on + New in the upper left hand corner of QBO
3. Click on receive payment
4. Indicate how much was paid, check off the invoices that were paid and then choose where the funds will be deposited to (hint: the answer is undeposited funds)
5. Click on + New in the upper left hand corner of QBO
6. Click on bank deposit (on the right side)
7. Indicate where the funds will be deposited (likely the checking account)
   1. Click on the payment that you just recorded
   2. In the lower half of this screen where it says “add funds to this deposit”, click on line 1. For account you’ll select the expense account where you record your merchant fees, the amount will be the amount of the PayPal fee BUT don’t forget this is a negative number as it’s money being taken OUT of your deposit
   3. Scroll up, is the bold number in the upper right hand corner equal to the actual amount of the deposit? If not, review your math.
8. In the transactions/banking screen, you’ll want to match/confirm (meaning “hey QuickBooks, please link this downloaded data with stuff I, the human, previously entered’)