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sedge
Level 3

How can I turn off the new "Select the payments included in this deposit" in add and display Bank Deposits? It interferes wit my workflow and adds no value (for me).

 
9 Comments 9
Bonny_
Moderator

How can I turn off the new "Select the payments included in this deposit" in add and display Bank Deposits? It interferes wit my workflow and adds no value (for me).

Hi sedge,

 

There isn't a way to turn off the Select the payments included in this deposit in the Bank Deposits section. If you have your bank account connected to QuickBooks Online, however, you can match the bank feed transactions to those listed in that section, to lower the amount of transactions showing.

 

Bonny

sedge
Level 3

How can I turn off the new "Select the payments included in this deposit" in add and display Bank Deposits? It interferes wit my workflow and adds no value (for me).

Hi Bonny

 

The "Select the payments included in this deposit" section is really, really, really annoying. It adds no value for me and I don't even understand what value or functionality it is intended to add. All it means to me is that, when I want to view a transaction I have to scroll a screen full of irrelevant data out of the way before I can view what I'm interested in. 

 

By all means, if some people find it helpful, leave it there. But, please, please, please include a way to hide it. 

 

Also, I don't have our primary bank account connected. I tried to use it but it created more trouble than help and I've turned it off.  I have reverted to downloading and importing OFX files. 

 

Thanks

Steve

 

Bonny_
Moderator

How can I turn off the new "Select the payments included in this deposit" in add and display Bank Deposits? It interferes wit my workflow and adds no value (for me).

Hi Steve,

 

Thanks for sharing your experiences with this section. I'm happy to share this with the Product Team so they have a record of your use case and may consider it for future versions of QuickBooks Online. I would encourage you to do the same in the Feedback section, located under the Gear Icon. 

 

If you're importing OFX transactions via the Banking section, you can match those bank transactions to open invoices, and that will remove the transaction from the list in "Select the payments included in this deposit". This could help cut down the clutter that section brings.

 

Bonny

sedge
Level 3

How can I turn off the new "Select the payments included in this deposit" in add and display Bank Deposits? It interferes wit my workflow and adds no value (for me).

Thanks for that Bonny

 

We're a Church. We don't invoice anybody. We do certainly match against payments during the import.

 

What I do see on the see on the list are a lot of completely unrelated journal and payments that it seems there is no way to remove.

 

Regards

Steve

TealRose
Level 1

How can I turn off the new "Select the payments included in this deposit" in add and display Bank Deposits? It interferes wit my workflow and adds no value (for me).

I agree with this as well. I think "Select the payments included in this deposit" need a hide button. It really slows down work flow when I am having to enter in or edit bank deposits. 

sedge
Level 3

How can I turn off the new "Select the payments included in this deposit" in add and display Bank Deposits? It interferes wit my workflow and adds no value (for me).

Yes, every time I want to enter a new bank deposit manually, I have to scroll through tow screens of "irrelevant junk" to get to the entry section, and then scroll back though them because I forgot to check the date which is at the top. On average I'm doing 5 or 6 manual bank deposit entries at a time (once a week).  

 

Christina729
Level 2

How can I turn off the new "Select the payments included in this deposit" in add and display Bank Deposits? It interferes wit my workflow and adds no value (for me).

How do we clear this list so only pending data is there?

Rea_M
QuickBooks Team

How can I turn off the new "Select the payments included in this deposit" in add and display Bank Deposits? It interferes wit my workflow and adds no value (for me).

I can see how the benefit of being able to clear the list in the Select the payments included in this deposit section would aid you in running the business with QuickBooks Online (QBO), @Christina729. That's why I'm here to share a few details about this.

 

For the time being, clearing the list in the Select the payments included in this deposit section isn't an option. We take customer suggestions as opportunities to improve the various features within our products. Therefore, I would encourage you to send suggestions or product recommendations.

 

Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process.

 

I've attached screenshots below that show the first four steps.

 

 

Also, to know more about the different ways you can track customer transactions and how bank deposits work in QBO, I'd recommend checking out this article: What are Bank Deposits in QuickBooks?.

 

I'm all ears if you have other concerns about bank deposits and managing payment transactions in QBO. You can drop a comment below, and I'll gladly help. Take care, and I wish you continued success, @Christina729.

sedge
Level 3

How can I turn off the new "Select the payments included in this deposit" in add and display Bank Deposits? It interferes wit my workflow and adds no value (for me).

Thanks. So I've left feedback too, which is a bit frustrating. It is beyond belief that Intuit are not using information from the Community Forum as a form of feedback to make the product better.

 

This feature, which was added over two years ago is completely useless (to me) and interferes with my workflow.

On a typical Bank Deposit I have to scroll through 3 screens of irrelevant "suggestions" to get to the detail of the transaction. That also means 3 screens of scrolling between the transaction date and the details.

 

In my case we have about 400 unmatched donation deposits a month. There's never going to be a matching Invoice. In fact, the three screens I have to scroll through are all Journals and Expenses. Why on earth would I be expecting a Deposit to match one of those?