How do add bank deposits to record sales before I started with QB? It should look exactly like what when deposits show up automatically now that my bank is linked.
I'll show you how to easily add bank deposits, dhyan-tarver.
Once we've connected our bank account in QuickBooks, we normally download the last 90 days of transactions, other bank goes back as far as 24 months.
We can upload our bank deposits those that are more than 90 days through our Web Connect feature. First, we'll have to log in to the bank's website to download those deposits. When we save it, let's make sure it's in a file format that we support such as .CSV, .QBO, or .QFX. Once we have it, we can import them into QuickBooks.
I'll show you how:
Go to the Banking menu and then select the Banking tab.
Select the blue tile for the account you want to upload the transactions into.
Click the Update▼ and then File upload.
We can now categorize them from our bank feeds. If their are only a few transactions we may want to directly add the bank deposits into QuickBooks.
If you need anything else, I'm here to help you. Have a great day!