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Best answer March 19, 2020
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Welcome to the QuickBooks family. Let me help you record the bank deposits into your account, 6830.
You're doing a great job by entering the transactions as sales receipt as recommended by john-pero. The transactions will be posted to the Undeposited Funds account one you received the payments from your customers (as shown in the screenshot below).
To deposit the sales receipt directly to your bank account, we can go to the Preferences page. Then, uncheck the Use Undeposited Funds as a default deposit to account option.
Here's how:
- Got to Edit on the top menu.
- Choose Preferences.
- Tick Payments.
- Select Company Preferences.
- Uncheck the field for Use Undeposited Funds as a default deposit to account.
- Tap OK.
Once done, go back to the Sales Receipts transactions and choose the bank account by ticking the Deposit To field.
To learn more about recording bank deposits, please refer to Record and make Bank Deposits in QuickBooks Desktop article.
If there are duplicate bank deposits, you can delete them in your register. Just follow the steps in this article: Remove duplicate transactions in QuickBooks Desktop.
I have a link here where you can find articles about managing your business in QuickBooks: https://quickbooks.intuit.com/learn-support/en-us/get-started/07?product=QuickBooks%20Desktop. Then, choose a topic in the Subtopics section to see the articles you need. Some of them have video tutorials that can help you with the steps.
Please reach out to me if you need a hand with reconciling your bank account. I'll be here to be your number one resource for QuickBooks. Take care always.
Welcome to the QuickBooks family. Let me help you record the bank deposits into your account, 6830.
You're doing a great job by entering the transactions as sales receipt as recommended by john-pero. The transactions will be posted to the Undeposited Funds account one you received the payments from your customers (as shown in the screenshot below).
To deposit the sales receipt directly to your bank account, we can go to the Preferences page. Then, uncheck the Use Undeposited Funds as a default deposit to account option.
Here's how:
- Got to Edit on the top menu.
- Choose Preferences.
- Tick Payments.
- Select Company Preferences.
- Uncheck the field for Use Undeposited Funds as a default deposit to account.
- Tap OK.
Once done, go back to the Sales Receipts transactions and choose the bank account by ticking the Deposit To field.
To learn more about recording bank deposits, please refer to Record and make Bank Deposits in QuickBooks Desktop article.
If there are duplicate bank deposits, you can delete them in your register. Just follow the steps in this article: Remove duplicate transactions in QuickBooks Desktop.
I have a link here where you can find articles about managing your business in QuickBooks: https://quickbooks.intuit.com/learn-support/en-us/get-started/07?product=QuickBooks%20Desktop. Then, choose a topic in the Subtopics section to see the articles you need. Some of them have video tutorials that can help you with the steps.
Please reach out to me if you need a hand with reconciling your bank account. I'll be here to be your number one resource for QuickBooks. Take care always.
