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clandry
Level 2

bank deposits

I am trying to enter a deposit and it is no longer showing me all of the accounts. I need to put it in sales.

5 Comments 5
MaryLandT
Moderator

bank deposits

I'm here to help you enter a deposit in QuickBooks Online, clandry.

 

Let's perform some troubleshooting steps first to retrieve your accounts in the system. It could be a browser-related issue.

 

You can start by using a private or incognito browse. Then, enter the deposit from there. Here's how:

 

  1. Select + New, then Bank Deposit.
  2. From the Account ▼ drop-down, choose the account you want to put the money into.
  3. Select the checkbox for each transaction you want to combine.
  4. Make sure the total of the selected transactions matches your deposit slip. Use your deposit slip as a reference.
  5. Select Save and close or Save and new.

 

If you're able to see all accounts on a private window, you can go back to the regular browse and clear its history. Follow the steps for your browser.

 

After that, make sure to restart your browser for changes to take effect. 

 

If you're still unable to see all accounts, I recommend contacting out QuickBooks Live Team. They can check if you have multiple accounts and you're logged in to the one that has no data.

 

I'm adding this article to help manage your transactions: How to Record Bank Deposits in QuickBooks Online. It tells you more on how to enter the deposit.

 

Keep me posted if there's anything else you need about entering a bank deposit. I'm always right here to help you.

clandry
Level 2

bank deposits

I know how to do that. but the accounts are showing up. only bank and cash. but not the option to put it into sales.

ShiellaGraceA
QuickBooks Team

bank deposits

Thanks for getting back to us, @clandry.

 

I'll share some information about depositing sales in QuickBooks Online (QBO). When you create and send your invoices and the payment is in your Undeposited Funds account, you can deposit them into your bank account from the Bank Deposit page.

 

The Bank Deposit feature serves two functions: 

  • If payments are received into the Undeposited Funds account, you can group payments and deposit them as a single record into an account. 
  • The ability to record items that aren't typically captured on invoices or bills, such as assets and loans.

 

In your case, you'll want to make sure you're categorizing your products or service items to their correct sales accounts by going to:

 

  1. Gear icon at the top.
  2. Under Lists, choose Products and Services.
  3. Locate the items that includes in your sales. You can also tap New to create a new item.
  4. Edit the item, then scroll down towards the Income account.
  5. Make sure to select your sales account as Category for each item.
  6. Click Save and close.

 

 

Here are some articles that'll guide you in recording deposits and sales. Feel free to check:

 

 

I'm also attaching this link here in case you need help managing customer-related tasks. It has topics with articles that'll guide you along: Sales and customers.

 

Know that you can always comment anytime below if you still have questions or concerns with bank deposits or sales. I'll be here for you. Take care and have a good one.

clandry
Level 2

bank deposits

Ok, but We don't use invoices or billing. I simply want to put in my daily deposit for sales. It has worked until this morning. It worked yesterday and let me record our daily deposit but I can't do it today. I am extremely frustrated. 

Jovychris_A
Moderator

bank deposits

Hello, @clandry.

 

I can see that you're recording the transactions differently and used to have the daily deposit for sales. I would want to review your account, but I only have limited access to this public forum and this requires sensitive information to pull your QuickBooks Online on file.

 

In this case, I recommend contacting our Care Support team to investigate why QuickBooks is no longer showing all of the accounts you created where you can put the Sales in a deposit. You can check our support hours to know when our representatives will be in touch with you.

 

Here's how:

  1. Click the Help icon on the top right.
  2. Go to the Search tab.
  3. Click Contact Us.
  4. Enter your concern about the sales account not showing when making a deposit and hit Continue.
  5. Choose to Chat or get a Callback.

 

In addition, you can take a look at this article about keeping your income without invoicing customers and still keeping your income reports accurate: Record your total daily sales in QuickBooks Online.

 

Please touch base with us if you need more help about recording transactions in QuickBooks like sales. We're always here to help. Keep safe.

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