QBO Invoices

[melissap23]

I use QBO to invoice customers who pay by check and Square Invoices to invoice customers who want to pay by credit card. It's easier for me to keep track of which customers are past due if I enter all invoices into QBO. However, if I create invoices in QBO for clients who want to pay with Square, when the customer pays and the transaction is matched with the correct customer on QBO, a sales receipt is made is the customer's QBO account rather than matching with the invoice. Is there a way to match payments made on Square to specific open invoices on QBO when the transactions come over with the app connection rather than have a sales receipt made in the customer's QBO account? 

[sayra]

Hello @melissap23. At this time, to ensure that payments made on Square are matched with specific open invoices in QuickBooks Online (QBO), the only way to keep track of this is by manually matching the Square transaction to the specific open invoice.

When it comes to the sales receipt made in QuickBooks, you will need to reach out to them directly for more guidance. 

Please let us know what they advised once this has been done. If there is anything else we can do to help we are happy to do so as well.