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Linking Received Payment to Invoice
Business Importer Desktop
Overview:
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Link using the invoice number
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Automatic link to open invoice
Link using the invoice number
Step 1:
Select your import file and sheet in case you have several, and set ReceivePayment transaction type for import.
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Step 2:
Map (connect) QuickBooks fields with the headings of the columns from your import file.
Note: Red fields are required. You can also save the mapping for all subsequent imports, if needed, clicking Save Import Mapping button.
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Step 3:
Preview your file clicking Next to make sure you mapped all fields needed and then click Start Import to initiate the import.
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Congratulations! You have imported Invoice Payment to QuickBooks and applied it to the existing invoice.
Import Results
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Possible variants of results in the app
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Results of the import in your QuickBooks
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Received Payment
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Automatic link to open invoice
In case you import payment with no invoice number to find the linked invoice, the app will locate all open invoices for a particular customer and apply a payment to open invoices chronologically.
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