![]() ![]() If you select the “Deposit To” option button, select the account to directly deposit the amount into from the adjacent drop-down. You must then decide where to place the money received when you use this item in an invoice by either selecting the “Group with other undeposited funds” option button or the “Deposit To” option button. Then use the “Payment Method” drop-down to select the method of payment associated with this particular payment item.Ī picture of the “New Item” window when you create payment items in QuickBooks Desktop Pro. Then enter the description for the item to show in the invoice when you use this item into the “Description” field. Next, click into the “Item Name/Number” text box and enter a name for the payment item. In the “New Item” window, you then select “Payment” from the “Type” drop-down. ![]() Then select the “New” command from the pop-up menu that appears. Then click the “Item” button in the lower left corner of the “Item List” window. To create payment items in QuickBooks Desktop Pro, open the Item List. Therefore, when you create this item type, you must also select whether the amount received when you use this item in an invoice is directly deposited to a specific account or placed into the “Undeposited Funds” account to deposit later. When you use a payment item, it actually receives funds from the customer. For example, if you accept cash, checks or VISA cards, you can create “Cash,” “Check,” and “VISA” payment items. ![]() When you create payment items in QuickBooks Desktop Pro, you should create one for each unique payment type you accept. In that case, you simply fill out a “Sales Receipt.” Note that this is not what is used when receiving full payment at the time of sale. Payment items receive and apply a partial payment to an invoice at, or before, the time you create the invoice. Payment items subtract the customer payment amount from the total invoice amount shown when creating an invoice. You can create payment items in QuickBooks Desktop Pro within the Item List. Overview of How to Create Payment Items in QuickBooks Desktop Pro: ![]()
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December 2022
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