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Everything you need to know about banking in QuickBooks Online - Discover more
Martin73
Level 2

Moving from QB Desktop to QB Online

Hello QB Community!

 

I'm using QB for  small rowing club and invoices are raised from a membership system, not QB.  All I use QB for is recording payments and expenses, and reporting on them  Since Desktop is being closed down, I've had to move to QB Online. I'm not an accountant or bookkeeper, but was able to work OK in Desktop.

 

In QB Desktop, I was able to use the 'Record Deposits' transaction to record money paid by members (eg subs) and could record the payment against the appropriate item in the Chart of Accounts.  There was no need to link the payment to an invoice in QB, and this worked fine.

 

However, I can't find a way of doing the same in the online version - every option I can find seems to require a QB invoice, and I can't link the payment directly to the Chart of accounts items.

 

Any ideas please?  

4 REPLIES 4
Ashleigh1
QuickBooks Team

Moving from QB Desktop to QB Online

Hello Martin73, so there is not this option in online, you can leave it as feedback within the cog wheel about this, it gets sent straight to the developers, you can create a product and service to put it to on the invoice. 

Fiat Lux - ASIA
Level 15

Moving from QB Desktop to QB Online

Martin73
Level 2

Moving from QB Desktop to QB Online

Thank you @Fiat Lux - ASIA   I will give this a try

 

Kind regards

Martin

Martin73
Level 2

Moving from QB Desktop to QB Online

Thank you @Ashleigh1   I'll have a look at this.

 

Kind regards

Martin

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