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Felix_12345679
July 16, 2022
Question

Payee & Received From

A few years Ago, I used to reclassify transactions from Sales to Accounts Receivable without a problem. Now I can't do the same.. When I use the bank register for a deposit, I select a "customer" on the "payee" field,  but when I look for de deposit , I can't see the customer selected on the "received from" field... Isn't should be the same field?

What is the difference?... Do I have to put the name on the bank register and the Deposit too?...

9 replies

Rea_M
Level 10
July 16, 2022

Hello there, @Felix_12345679.

 

Let's update your QuickBooks Desktop (QBDT) software so you can have the latest features, use the bank register for a deposit, and reclassify your transactions accordingly. 

 

The Received From field in the Make Deposits window should be the same as the Payee field when selecting a customer using the Bank Register/Account page for a deposit. I've replicated your scenario on my end, and I was able to select a customer on the Payee field. Please see the screenshot below for your reference.

 

 

With that, based on your description and screenshot above, you may have outdated QBDT software that's why you're unable to complete your deposit and tasks using the Bank Register/Account page. To fix this, you'll want to ensure your QBDT is updated to the latest release. This way, we can guarantee the program is running with the newest fixes and patches. I'll show you how to do a manual update below.

 

  1. Close your company files and QuickBooks.
  2. Open the Windows Start menu.
  3. Search for QuickBooks Desktop. Right-click the icon and select Run as administrator.
  4. While on the No Company Open screen, go to the Help menu and select Update QuickBooks Desktop. 
  5. Go to the Options tab. Select Mark All and then select Save. 
  6. Go to the Update Now tab and select the Reset Update checkbox.
  7. When you're ready, select Get Updates. 

 

When the update finishes, close and reopen QBDT and select Yes to install them. Then, restart your computer once the installation is done.

 

To learn more on how you can keep your software updated, please see this article: Update QuickBooks Desktop to the latest release.

 

Once you're done, go ahead and use the bank register for your deposits and to reclassify your transactions. You can also refer to this article to guide you in recording bank deposits in QBDT: Record and make bank deposits in QuickBooks Desktop.

 

Now that everything is all set, you may also want to check out this article as your reference to guide you in learning the different ways you can track customer transactions in QBDT: Customer transaction workflows in QuickBooks Desktop.

 

Please don't hesitate to keep me posted on how it goes in the comments below. If you have other banking concerns or questions about the system updates of QBDT, I'm always here to help. Take care, @Felix_12345679.

Felix_12345679Author
July 16, 2022

Thanks Rea_M.

I've updated the program and nothing changed... I can't see the customer on the make deposit windows and I can't reclassify transactions to A/R... Can you show me the same windows that I have on my screenshot? The problem isn't about to see the customer on the Payee field, the problem is, I can't see the customer name on both windows (Payee field on bank register and Received From field on Make deposits). I need to reclassify Sales to Accounts Receivable, can you do it without the receipt from field?.. You can't right?...

I'll wait for the screenshot. Thanks.

ShiellaGraceA
Level 9
July 16, 2022

Thanks for getting back to us, @Felix_12345679.

 

I'll share insight about reclassifying accounts from the register. To view customers, you have to click on the drop-down arrow (see image below). However, looking at your screenshot, it seems that you only have Deposits listed as Customer: Job. You can try logging in as the QuickBooks Admin to see if it's not a user limitation that's why you're unable to view customers.

 

 

 

If you're already the QuickBooks Admin, you can re-sort your master name list. This process will help fix the odd behavior of your name lists. Refer to this article for details: Re-sort lists in QuickBooks Desktop.

 

I'm attaching this link in case you need help with other troubleshooting steps in the program. It has our tools with information on how you can use it and its fixes: Fix common problems and errors with the QuickBooks Desktop Tool Hub.

 

Reach out to us again if you have follow-up questions or concerns with your customer lists or in reclassifying accounts. We're here for you. Have a wonderful weekend.

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