Adding a deposit from the bank feed no longer brings in details

Dawn_at_Throw_Pink · ‎May 20, 2024

We receive payments through PayPal with multiple line items that need to go to different accounts. In the past, when I change the option from Sales Receipt to Deposit and then click Details, it would bring up the information already input into the different line items and all I had to do was input the account numbers and classification. Now, it isn't bringing any information in. It will pull in the details if I do a sales receipt, but I'm not inputting products. I need the account numbers instead. Please let me know if this is not going to be fixed and I need to go through and try and add products for these types of deposits we are receiving. It takes a long time to enter the specific details that were coming through before.

ShyMae · ‎May 20, 2024

I appreciate you sharing detailed information, Dawn. We can perform basic troubleshooting steps to rectify this since the payment transaction details did not appear on your bank deposit page. It could be that you've accumulated too much historical data, which leads to unexpected behaviors.

Let's access your account through an incognito window to rule out the possibility of a webpage issue. You can do this by using these keyboard shortcuts:

Google Chrome and Microsoft Edge: Ctrl+ Shift + N
Mozilla Firefox: Ctrl + Shift + P
Safari: Command + Option + P

If it works, return to your regular browser and clear your cache to start fresh. You can also switch to other installed supported browsers, which is a good alternative.

If the issue persists, I recommend contacting our QuickBooks support. Our team of experts has the necessary tools and information. They can even arrange a screen-sharing session to diagnose the cause behind this.

You might also want to check out these articles to help manage your transactions in QuickBooks Online:

Troubleshooting your concern and contacting our support team will ensure your transactions are accurately recorded or populated. If you have any more questions, feel free to ask. I'm here to help.

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ShyMae · ‎May 20, 2024

I appreciate you sharing detailed information, Dawn. We can perform basic troubleshooting steps to rectify this since the payment transaction details did not appear on your bank deposit page. It could be that you've accumulated too much historical data, which leads to unexpected behaviors.

Let's access your account through an incognito window to rule out the possibility of a webpage issue. You can do this by using these keyboard shortcuts:

Google Chrome and Microsoft Edge: Ctrl+ Shift + N
Mozilla Firefox: Ctrl + Shift + P
Safari: Command + Option + P

If it works, return to your regular browser and clear your cache to start fresh. You can also switch to other installed supported browsers, which is a good alternative.

If the issue persists, I recommend contacting our QuickBooks support. Our team of experts has the necessary tools and information. They can even arrange a screen-sharing session to diagnose the cause behind this.

You might also want to check out these articles to help manage your transactions in QuickBooks Online:

Troubleshooting your concern and contacting our support team will ensure your transactions are accurately recorded or populated. If you have any more questions, feel free to ask. I'm here to help.

Dawn_at_Throw_Pink · ‎May 22, 2024

Thank you for the detailed information. I ended up calling payment support and, unfortunately, this feature is no longer available. I'm really hoping it's just something that has been overlooked and will be figured out as they do more testing with the new user interface. It will take me 5x longer to do my entries now that I have to input all of the information. I also input feedback on the site so hopefully they will eventually make the change.

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Adding a deposit from the bank feed no longer brings in details