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gdossor-gmail-co
Level 1

How do I assign a location to a Bank Deposit? No longer seems possible.

I have been assigning bank deposit to a location for Location reporting, but it seems I no longer can. Was this removed from the new interface? Or am I missing something?

2 Comments 2
JeveeAdvin__la
QuickBooks Team

How do I assign a location to a Bank Deposit? No longer seems possible.

We can adjust your bank deposit and bank transactions page to enable the location feature, gdossor.

 

Here's how:

 

  1. Click + New, and select Bank Deposit.
  2. In Show payments for this category, choose the Select radio button.
  3. Below, click the dropdown menu to choose a location.
  4. Then click Save and close.

     

    image.png

     

However, if you were referring to a location on the Bank Transactions page, follow these steps:

 

  1. Go to Transactions and choose Bank Transactions.
  2. Under the For Review tab, select any transaction.
  3. Click the radio button for Categorize.
  4. Below, you can find the Location on the right.
  5. The hit Confirm.


image.png

Moreover, consider reading this article to learn how to locate funds in QuickBooks: Find missing payments you want to deposit in the Bank Deposit window in QuickBooks Online.

 

We're still all ears if you need further clarification or assistance managing your bank transactions. 

gdossor-gmail-co
Level 1

How do I assign a location to a Bank Deposit? No longer seems possible.

Thank you for the quick reply.

The dropdown menu for the 'Select' radio button does not show anything. Tested on both Chrome and Safari (on a Mac) with same problem. Tried typing in the location in the drop down field but that did not work.