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How do I not have mobile check deposits appear on my transaction report of sales -- doubling the invoice sales?

 
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QuickBooks Team

How do I not have mobile check deposits appear on my transaction report of sales -- doubling the invoice sales?

Hi there, @rodgerff.

 

The transaction you entered in your QuickBooks Online (QBO) mobile app will automatically sync to the web version. If you used an online payment application, you'll want to link the payment to the invoice to avoid duplicate transactions.

 

Here's how.

  1. Go to the + New button.
  2. Click Receive Payment.
  3. Select a Customer's name.
  4. Add the Payment date.
  5. Select the invoice you need to mark as paid under the Outstanding Transactions.
  6. Under Credits, select the Deposit entry.
  7. Once done, click Save and Close.

 You can also read this article that provides detailed information on linking a deposit to an invoice: How to link a deposit to an invoice

 

Also, here's a great article that can guide you accurately in reconciling your accounts in QBO: Reconcile an account in QuickBooks Online.

 
In case you have other questions or concerns, you're always to post here anytime. Take care and stay healthy.

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