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campbellsexterminating
Level 1

Changing the general account of a deposit transaction. The only options I am getting is the bank accounts or credit cards for the line item.

How to change the GL on a transaction that was already accepted into the bank account? I only get bank account options on the line item.
1 Comment 1
Kevin_C
QuickBooks Team

Changing the general account of a deposit transaction. The only options I am getting is the bank accounts or credit cards for the line item.

Good to see you in the Community, @campbellsexterminating. I'm here to clarify some things about how bank deposits work in QuickBooks Online (QBO).

 

In QBO, you can categorize your bank deposits in the Account dropdown in the Bank deposit window. 
Account bank.PNG

 

You can also categorize your bank deposits on the Banking page under the Category section.
banking window.PNG

 

For more details about categorizing your bank transactions, please refer to this article: Categorize and match online bank transactions in QuickBooks Online.

 

Moreover, you can only choose a bank, checking, and credit card accounts under the Account section on the Bank deposit page.
Account.PNG

 

Also, may I ask what specific account you'd like to choose for your bank deposit? Any additional details can help us narrow things down.

 

If you're good with your transactions, you can now proceed to reconcile an account in QBO. If everything matches, you know your accounts are balanced and accurate. We recommend reconciling your checking, savings, and credit card accounts every month.

 

Keep me posted if you have other questions about your bank deposits in QBO. I'll be happy to assist you again. Stay safe and have a great day!

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