Can anyone assist with mobile deposits?

Thanks for posting, @Darlene 2121.

I'll share some information about how a transaction is posted in the register. If the transaction is added manually to the register, it'll show as a deposit. However, if the transaction is attached to an invoice or matched, it'll show as payment.

I've added these articles below to for your reference:

• Categorize and match online bank transactions in QuickBooks Online

• Unmatch downloaded bank transactions or move them to another account

• Record and make bank deposits in QuickBooks Online

• Reconcile an account in QuickBooks Online

For other customer-related tasks, feel free to browse this link. It has our general customer topics with articles: Sales and customers.

Please let me know if you still have questions or concerns with bank deposits or payments. I'll be around for you. Take care and have a good one.

The transaction does not come from an AR account. The user is posting the deposit and payment from the same account, thereby zeroing it out. I am unsure what to do; other than to delete the deposit and manually enter it?! Help!

Hello there, @Darlene2121. I’ll help you in handling your query.

 In your situation, I suggest excluding the transaction, then recording it manually in QuickBooks Online.

To exclude a transaction in QBO mobile, these are the steps:

1. Go to Menu ☰, then select Transactions.
2. Click Review transactions and then select the transactions to exclude.
3. Click Exclude and then select Confirm.

Excluding VS. Deleting

Once a downloaded transaction is either accepted or excluded, QuickBooks will stop the bank from bringing the transaction into the bank feed again.
If you do not add the transaction and remove it by deleting it, rather than excluding it, the system will recognize the transaction is not accounted for and will download the same transaction again from the bank.

You might want to give this article a visit, it’s about excluding a bank transaction you downloaded into QuickBooks Online.

Please let me know if you encounter any other issues by leaving a comment below. I want to make sure everything is taken care of for you. Keep safe and enjoy your holidays!