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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).

 
4 Comments
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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).

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

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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).

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

 

Highlighted
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).

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

Highlighted
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).

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