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July 24, 2021
Question

Enter a deposit manually

  • July 24, 2021
  • 1 reply
  • 8 views
We receive paper checks. I deposit them at the bank. How to I add them to our register?

1 reply

Fiat Lux - ASIA
Level 14
July 24, 2021

Prepare the Deposits data with the following template

DepositToAccountLocationEntityLineDescLineAmountAccountPaymentMethodPaymentRefNumberClassCashBackAccountCashBackAmountCashBackMemo
Checking RobertDeposit 10Account1Cash     
Checking RobertDeposit 20Account1Check12345    
Checking RobertDeposit 30Account1Cash     

 

then utilize an importer tool

https://transactionpro.grsm.io/qbo

 

QuickBooks Team
July 24, 2021

Welcome to the Community forum, @thomascaves32-gm.

 

I'd be happy to show you how to make a manual deposit in QuickBooks Online (QBO).

 

Here's how:

 

1. In the left menu, click the +New button.

2. Under OTHER, select Bank Deposit.

3. On the Account menu, select your bank account.

4. Enter the Date.

5. Go to Add funds to this deposit section.

6. Enter the necessary information. 

7. If there's a deposit you want to include in the Select the payments included in this deposit, put a checkmark for that transaction.

8. Select Save and new.

 

To learn more about creating a bank deposit, see this article: Record and make Bank Deposits in QuickBooks Online.

 

Here's also some resources that you may find helpful when managing bank transactions:

 

• Categorize and match online bank transactions in QuickBooks Online

• Reconciliation Hub for QuickBooks Online

 

If you need anything else, please let me know in the comment below. I'll be right here to help categorize your bank transactions. Have a good one!

October 13, 2021

Where do I then see or edit the deposit?