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AlabamaPamela
Level 2

Deposit alone without applying to an invoice

He said he had NO invoice to apply it to.  It's a deposit without receipt.  

How to do this?

GraceC
QuickBooks Team

Deposit alone without applying to an invoice

Hello there, @AlabamaPamela.

 

You'll need to manually create an invoice then link it to your deposit. Let me guide you how.

 

  1. From the left menu, select Accounting.
  2. Select Chart of Accounts under the Toolbar.
  3. Find the account you deposited the payment to, then select View Register.
  4. Locate and choose the correct deposit.
  5. Select Edit.
  6. On Bank Deposit screen, scroll down to Add funds to this deposit, then find the fund you need to edit.
  7. In the Received From column, search and choose the appropriate Customer name.
  8. In the Account column, search and select Account's Receivable.
  9. Select Save and close.

To give you more insights about this process, please read through these articles:

Please let me know if there is anything else I can help with.

 

AlabamaPamela
Level 2

Deposit alone without applying to an invoice

I opened the bank register and entered the deposit without receipt there.  No need to create an invoice.

 

blantonbuild
Level 2

Deposit alone without applying to an invoice

My solution was to:  Select CREATE; Select SALES RECEIPT and enter the funds there.

MirriamM
Moderator

Deposit alone without applying to an invoice

Hello again, AlabamaPamela. Thanks for the additional details. 

 

You can follow the steps provided by GraceC to achieve what you need. But instead of using Account Receivable in the Account column, use a different account such as income. Moreover, blantonbuild is also correct. 

 

It just depends on you on what solution you'd follow, since both suggestions will get the same result. For guidance, I suggest you contact your Accountant for advice. 

 

If you have any other questions, let me know by commenting below. I'm here for you. Have a great day!