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How do I apply ACH payments?

VorDesigns

I have customers who wire transfer payments, how do I apply an ACH payment to a Quicken Home and Business invoice?

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VorDesigns

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ACH

Receipt

Invoice

UKR

I would do it this way:

Set the checking account to NOT automatically accept downloaded transactions.
Download transactions.
Using the Downloaded Transactions tab at the bottom of the register review each downloaded transaction, one at a time
If it's a payment for a Customer Invoice switch to the Customer Invoice account register
Create a New Customer Payment transaction for the amount received. In the dialog mark invoices as paid. Save it.
Switch back to the checking account and look in the Downloaded Transactions tab.
The downloaded transaction should now have a Status of Match. Of course, a matching transaction should have appeared in the register above. Accept the transaction. Manually match if necessary.
Repeat until all downloaded transactions have been reviewed and accepted.

Quicken H&B was designed many years ago, before Internet and direct customer payments were invented.
The programmers created the New Customer Invoice dialog to allow you to record checks (or cash) received for each outstanding customer invoice. With this dialog you can mark as paid the invoice(s) this payment applies to.

Creating a transfer transaction from your checking account to the Customer Invoices account will make it look like a Refund or Credit was applied for this customer, provided that the customer name was spelled correctly. Doing it this way, "receiving money thru the backdoor", any outstanding invoices will not automatically be marked as paid.