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kattlees
Level 2

How to add a location to a deposit when I add money to a deposit?

When I select Make a Deposit and choose the sales receipt(s) I want to deposit, then have to add money to the deposit (usually for credit card fees from square), why can't I add a location to the row like I can a class?


Currently, I have to make the deposit, then go to the register and add a location there. 

 

Any ideas for me?

Solved
Best answer Tuesday

Best Answers
Heide DC
QuickBooks Team

How to add a location to a deposit when I add money to a deposit?

We appreciate your efforts in adding locations after creating deposits, kattlees.

 

Tracking locations allows you to assign transactions to different areas, while classes can further segment those transactions. However, this feature is unavailable in the Add Funds column when creating a deposit. That being said, I would like to help you forward your valuable suggestion to our software engineers for consideration in future product updates.

 

Here's how to submit feedback in QuickBooks Online:

 

  1. Select the Gear icon, then Feedback.
  2. Enter your comments or product suggestions.
  3. Then select Next to submit feedback.

 

Your input goes directly to our Product Development team, helping to improve your experience with QuickBooks Online. You can track feature requests through the QuickBooks Online Feature Requests website.

 

In addition, you can set up bank rules if those deposits will download directly to your bank feeds. This way, the system will automatically categorize transactions and assign them to the correct income or expense accounts. For more information on how to use bank rules, check out this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

You can reply in the comment section for further concerns regarding adding locations to your deposits in QuickBooks. I'm more than willing to help you.

View solution in original post

1 Comment 1
Heide DC
QuickBooks Team

How to add a location to a deposit when I add money to a deposit?

We appreciate your efforts in adding locations after creating deposits, kattlees.

 

Tracking locations allows you to assign transactions to different areas, while classes can further segment those transactions. However, this feature is unavailable in the Add Funds column when creating a deposit. That being said, I would like to help you forward your valuable suggestion to our software engineers for consideration in future product updates.

 

Here's how to submit feedback in QuickBooks Online:

 

  1. Select the Gear icon, then Feedback.
  2. Enter your comments or product suggestions.
  3. Then select Next to submit feedback.

 

Your input goes directly to our Product Development team, helping to improve your experience with QuickBooks Online. You can track feature requests through the QuickBooks Online Feature Requests website.

 

In addition, you can set up bank rules if those deposits will download directly to your bank feeds. This way, the system will automatically categorize transactions and assign them to the correct income or expense accounts. For more information on how to use bank rules, check out this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

You can reply in the comment section for further concerns regarding adding locations to your deposits in QuickBooks. I'm more than willing to help you.

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