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April 9, 2020
Question

How do I move sales receipts from Uncategorized Assets to Undeposited Funds so I can make a deposit without having to redo every single transation?

  • April 9, 2020
  • 1 reply
  • 0 views
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1 reply

Level 9
April 9, 2020

You've got me here today, midwestagsupply.

 

You'll want to manually open each transaction and change the Deposit to account from Uncategorized Assets to Undeposited Funds.

 

  1. Go to Sales and choose All Sales.
  2. Click the Filter tab.
  3. Under Type select Sales Receipts.
  4. Click Apply.
  5. Locate the transaction and double-click.
  6. Change the Deposit to account to Undeposited Funds.
  7. Click Save and close.

 

You can also check out this guide on how to filter, search, and sort with custom fields in QuickBooks Online (QBO).

 

Don't hesitate to get back to me  if you have other concerns. I'm always here to help. Take care and enjoy the rest of the day.