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bperloff
Level 1

How do I deposit funds into my account. Seems I have money just floating somewhere in QuickBooks space. Please help. Cannot get a hold of anyone at QuickBooks

 
1 Comment 1
MichelleBh
Moderator

How do I deposit funds into my account. Seems I have money just floating somewhere in QuickBooks space. Please help. Cannot get a hold of anyone at QuickBooks

Hi, @bperloff.

 

I know you've spent a lot of time on this already. But I assure you that you're able to deposit the funds in QuickBooks Online (QBO) in a few clicks.

 

Here's how: 

 

  1. Go to the New (+) icon on the left side. 
  2. Select Bank deposit under Other
  3. From the Account drop-down▼menu, choose the account you want to deposit the money into. 
  4. In the Add funds to this deposit fields, complete the Received FromAccountPayment method, and Amount
  5. Hit Save and close

 

If the funds are already in the Undeposited account, select each payment you want to deposit. Then select a Payment Method, and tap Save and close.

 

 

For more information, check out this article: Record and make bank deposits in QuickBooks Online. 

 

You can always run the Deposit Detail report in the Report tab to see the past deposit and transactions you combined. You can customize it to show up the specific details you want to review. 

 

 

To know more about Undeposited Funds, check out these articles:

 

 

Additionally, I've attached a handy article about reconciling an account in QBO: Reconcile an Account

 

Let me know if you have follow-up questions y clicking the Reply button below. I'm always glad to help. 

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