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NDT
Level 1

[Feature Request] Allow Reference Numbers for Bank Deposit Transactions (not just line items)

Currently, when creating a bank deposit transaction, reference numbers can be entered for individual line items on the deposit, but a reference number cannot be tied to the deposit as a whole. The reference numbers you can currently enter are great for individual checks on the deposit (and please don't remove them!), but I'm asking for a field at the top of the page where you could enter, say, the deposit slip number or other reference number that would appear on your bank statement. The field would look just like those found on bills, invoices, expenses, etc.

 

As a side note, I'm fairly certain this function already exists to some degree via the development API, since imported PayPal sales receipts (which have a transaction fee recorded in QB as a separate expense), appear in the PayPal account register as a single deposit with a non-editable deposit-wide reference number. (See screenshots.) I'm not a software developer but I'm pretty sure that means coding this feature would be as simple as adding a new field and tying it to a value that already exists on the backend.

 

Thank you!

 

Transaction Register.png

 

Edit Deposit.png

1 Comment 1
Nick_M
QuickBooks Team

[Feature Request] Allow Reference Numbers for Bank Deposit Transactions (not just line items)

Hello, NDT. 

 

Thank you for bringing this to our attention. You raise an excellent point and I will submit your feedback to out engineering team to see if we can get this implemented as I also believe this would be an excellent addition to the product. 

 

Again, thank for this and have yourself a wonderful evening. 

 

 

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