Invoice Is Paid
The payment closes the customer invoice.
QuickBooks Payments
From Customer Payment to Bank Deposit
Payments in QuickBooks begin when a customer pays an invoice and end when funds reach the bank. Each step must align — otherwise deposits, receivables, and reconciliation drift.
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Workflow • Not Just Cash In
Payments in QuickBooks move through a clearing step before reaching the bank. When payments and deposits don’t align, the issue usually lies in workflow or setup.
How Payments Are Processed
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Payments follow a defined sequence. Skipping steps leads to mismatches later.
Payment Clears
Funds are grouped before being deposited.
Deposit Reaches Bank
The final deposit posts to the bank account.
Payment Accuracy Depends on Workflow — Not Just Cash Received
In QuickBooks, payments must move cleanly from invoice → clearing → deposit. When any step is skipped or misconfigured, receivables, deposits, and reconciliation fall out of sync.
Payment workflows are evaluated the same way Certified QuickBooks ProAdvisors review live files — by tracing each payment from invoice closure through clearing to final bank posting.
Sequence Matters
Payments must follow the correct order to stay aligned.
Clearing Is Critical
Skipping clearing causes deposit and AR mismatches.
No Auto-Correction
QuickBooks does not fix broken payment flows automatically.
Based on Real Payment Flow Reviews — Not Assumptions
Payment guidance reflects how U.S.-based Certified QuickBooks ProAdvisors review invoice activity, clearing accounts, processor behavior, and deposit alignment inside active QuickBooks files.
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Certified Review
Gold Tier Partner
U.S.-Based Review
Objective Analysis
Not Sure Where Your Payment Flow Breaks?
Payment issues are resolved by tracing the workflow — not forcing deposits to match. The next step is identifying where payments fall out of sequence.
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