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Sep 28, 2022 2:23 AM UTC
Question

Deposits

I need to make a deposit from an overpayment of a tax payment and i have not idea how to make the deposit. Everything i find wants me to attach to an invoice.  I am not an accountant and am not sure what to do.  Help 😞

1 reply

Moderator
Sep 28, 2022 4:00 AM UTC

Hi there, @Tony56.

 

Let me help you record your deposits in QuickBooks Online (QBO). Here's how:

 

  1. Click + New.
  2. Select Bank Deposit.
  3. From the Account ▼ drop-down list, choose the account you want to put the money into.
  4. Enter the details from the Add funds to this deposit section.
  5. Click Save and close.

 

If you're not sure what account to use under the ACCOUNT column, please reach out to your accountant. They can guide you in choosing the right accounts and making sure your books are accurate. 

 

For additional reference, you can check out these resources:
 

 

Let me know if you need more help with your bank deposits. You can comment anytime. We're just around 24/7.