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If I enter each donor's tithe and offering amount under a sales receipt, how do I match this to the Bank Feed deposits that were imported over from the bank?
This depends on where the amounts are deposited, @Platinum Financial. Let me help you handle this!
You can match the sales receipt to the imported transactions under bank feeds if the payments are directly deposited and recorded in your bank account. On the other hand, you’ll want to create a deposit first in QuickBooks Online if the amount is in the Undeposited funds.
Here’s how:
After this process, you can now match them to the Bank Feed deposits. You can use this article for a detailed guide on how to categorize and match online bank transactions.
I’ve also added instructions to reconcile your accounts. This reference ensures everything is matched and accurate.
Drop me a message below if you have additional banking questions or anything else. I’ll get back to you as soon as I can. Have a great day!
can't find the sales on the left side
Hey there, @RICK1954.
Thanks for chiming in on this thread. Let's work together and get this problem resolved.
To clarify, are you using QuickBooks Online or QuickBooks Desktop. This may be one of the reasons you're not able to see the "Sales" tab on the left-hand side.
Once I've received this information, I'll be able to give you an accurate answer. I'll be right around the corner when you're ready!
What version of quick books is this? When I read last year, I told them. I wanted the tithing feature but one side purchased. I was told that this was not the version that you could use for tithing. Can you please help me before I read new again
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