Record a customer receipt into a bank
Choose the actual bank that received the money.
Reviewed 9 October 2026
WHERE TO GO
Money → Bank → Receive
Step by step
Open Bank and choose Receive.
Enter the amount and transaction date.
Select the party under Received from.
Choose the actual bank under Deposit into and enter a description.
Choose Record transaction, then filter bank activity to that bank and inspect the party ledger.
What to check
- The selected bank and the party account both reflect the receipt.
Things to know
- A bank transfer between your own accounts uses Transfer instead.
- Entering a number in an invoice’s Bank Transfer field is not a substitute for a confirmed Money entry in the reviewed version.