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finance217
New Member

I would like to add documentation to my deposits as I do when paying a bill but it does not give the same opportunity to upload the documents - is there another way?

 
1 Comment 1
GianSeth_A
QuickBooks Team

I would like to add documentation to my deposits as I do when paying a bill but it does not give the same opportunity to upload the documents - is there another way?

Yes, Finance. You can upload your document to your deposits, and I'll guide you on how to do it.

 

To add a document to your deposits in QuickBooks, you can use the following steps:
 

  1. Log in to your QuickBooks Online account.
  2. Click on the + New button on the left-hand side.
  3. Under Other, select Bank Deposit.

    image_720.png

  4. If you want to edit an existing deposit, go to the "Accounting" section, select Chart of Accounts, find your bank account, and locate the deposit.
  5. Within the deposit window, scroll down to the Attachments, and click the paperclip icon or the Attach button. 

    image_720.png

  6. Upload the relevant documentation from your computer by browsing and selecting the files. You can also drag and drop files directly into the attachment area.
  7. Once attached, you will see the document listed in the attachments section.

After attaching the documents, verify that all deposit details are accurate. Click on Save and Close or Save and New if you need to add more deposits.

 

See this article for more details: Record and make bank deposits in QuickBooks Online. It contains a guide on how to manage your deposits.

 

If you'd like to review your past bank deposits, you can run the Deposit Detail report. To do that:
 

  1. Go to Reports.
  2. Scroll down to the Sales and customer's section.
  3. Select the Deposit Detail report.


Struggling to keep track of your deposits? QuickBooks Live offers expert bookkeeping services to ensure your records stay accurate and stress-free. With personalized support from certified professionals, you can save time and focus on what matters most—growing your business. Let QuickBooks Live Expert Assisted take care of the details!

If you have additional questions or concerns regarding your deposits, please feel free to contact us. We are always here to help and assist you.

 

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