QuickBooks for Mac 2014 User’s Guide 107
do this, choose QuickBooks > Preferences, click Sales & Invoicing, and then clear the
“Automatically apply payments” checkbox.)
o Pmt. Method. The way your customer is paying you. You can manage what appears on this menu
with the Payment Methods list.
o Check No. If your customer is paying you by check, enter the check number.
4 Select the outstanding invoices and charges you're receiving the payment for by clicking in the
column on the far left. A check will appear next to the invoice or charge. You can double-click any
invoice or charge to open and make changes.
5 Choose how you want to deposit customer payments.
o Group with other undeposited funds. Holds the payment in your Undeposited Funds account. To
deposit the payment, choose Banking > Make Deposits and select the payment. When you record
the deposit, QuickBooks transfers the payment amount from Undeposited Funds to your
QuickBooks bank account.
o Deposit to. Click “Deposit to” and enter the name of the bank account where you would like
QuickBooks to deposit the payment.
6 (Optional) Change how QuickBooks applies the payment.
QuickBooks normally applies the payment to the oldest invoice first, then the next oldest, and so on. To
distribute the amount of the payment differently:
o Click Clear Payments. In the column, click each invoice to which you want to apply the
payment.
o When you see the QuickZoom symbol in the Outstanding Invoices/Statement Charges area,
double-click an item to display more detail.
Each time you select an invoice, QuickBooks automatically inserts the amount to be applied to the
invoice in the Payment column. When the undistributed amount of the customer's payment is greater
than the amount due, QuickBooks pays the invoice in full. When the undistributed amount is less than
amount due, QuickBooks applies the entire amount to the invoice, leaving a balance due on the invoice.
7 (Optional) Enter a note about the transaction here. Your note will appear on reports that include this
transaction.
8 Click Save.
To process a customer's debit or credit card:
If you have an Intuit Merchant Services account, you can process your customer's credit or debit card on the
Receive Payments window.
1 Be sure you select a credit card for the Payment Type.
2 Be sure the “Process credit card” checkbox is selected.
3 Enter the card information.
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