Bank Deposit

LawnMonkey · ‎February 01, 2024

I have a landscaping business. I have a separate spreadsheet to keep track of payments from my customers. I usually do a bulk deposit at my bank. I am comfortable with my spreadsheet and don't want to add any customers in my quickbooks. When categorizing the deposits, how can I make a rule for the bank deposits? Quickbooks asks for a customer name, but I don't have a name since it's a bulk deposit of checks. Is there a way to do it?

Erika_K · ‎February 01, 2024

Hello, LawnMonkey. I'm here to provide information about bank rules in QuickBooks Online (QBO).

In QBO, when we create rules, customer names are necessary. This is a built-in functionality to enable users to properly track the said transaction.

Since you mentioned you haven't added customers to your QBO company, then we can only manually match the deposits to the program.

Moreover, you can visit these resources to learn more about managing your bank deposits in QBO:

Drop your reply below if you have additional questions about bank rules in QBO. Keep safe always!

View solution in original post

Erika_K · ‎February 01, 2024

Hello, LawnMonkey. I'm here to provide information about bank rules in QuickBooks Online (QBO).

In QBO, when we create rules, customer names are necessary. This is a built-in functionality to enable users to properly track the said transaction.

Since you mentioned you haven't added customers to your QBO company, then we can only manually match the deposits to the program.

Moreover, you can visit these resources to learn more about managing your bank deposits in QBO:

Drop your reply below if you have additional questions about bank rules in QBO. Keep safe always!

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