Thank you for bringing this to our attention, AngelaSong.
Encountering errors or glitches in the system can be challenging, especially after completing all the necessary steps. I have some solutions that can help your client make deposits smoothly and obtain a record of their deposit history.
When recording deposits in QuickBooks Online (QBO), adding a bank in the Account field is important to save transactions without any issues. Since you've already entered one, log in to your company via incognito mode or a private browser. Running this troubleshooting will determine if a webpage prevents QBO from saving the entries.
Refer to these shortcut keys to bring up private browsing:
- Google Chrome: Press Ctrl + Shift + N.
- Safari 11 or newer: Press ⌘ + Shift + N.
- Mozilla Firefox: Press Ctrl + Shift + P.
- Microsoft Edge: Press Ctrl + Shift + P.
Once signed in, try to make deposits. If you can save the entries smoothly, it's recommended to clear the cache of your regular browser to remove outdated files. Also, it ensures you're viewing the most recent version of the website.
Furthermore, consider opening the company in another browser to check if the issue is specific to the one you're currently using. If you keep getting the same result, could you send a screenshot of the error message with personal information grayed out? This will give us a clearer view of what happened to the deposits.
For your other concerns, you can open the account register and filter the data only to show the deposits or run the Audit Log report. Browse each link below for detailed instructions:
Moreover, utilize these resources for guidance on how to manage deposits and maintain your accounts in order.
If you have additional questions or concerns about managing your deposits and other transactions, let me know in the comment section below. I'll get back to lend a helping hand, AngelaSong.
