I have made a deposit detail report. what does the column Cleared mean? How do I clear a deposit? Right now, every deposit shows up twice. How do I clear?

I would like to discuss some relevant information about the Deposit Detail report, Barb.

The Cleared column in the report usually indicates whether a deposit has been reconciled with your bank statement. This column helps you identify whether each line item is Reconciled, Uncleared, or Cleared. 

When a deposit is marked as cleared, it means that the bank has processed and recorded the deposit amount, and it matches the amount that you recorded in your QuickBooks Online (QBO) account. 

To mark a deposit as cleared, here's what you'll need to do:

1. Go to the Chart of accounts tab from the Bank transactions menu.
2. Look for the account that affects the deposit transaction.
3. From the Action column, select View register.
4. Locate the deposit.
5. If it's reconciled, you'll see an R in the checkmark ✔ column.
6. Click the entry to expand the line and tap the box with the R until you'll see the C tag. 
7. Click the Save button and select Yes to confirm the action.

If there are other deposits that you want to clear, just repeat the same steps above. 

However, if you notice a deposit appearing twice, it could be due to duplicate entries in your records. In such a case, I recommend reviewing your register to identify any duplicate entries and removing them. If you are unsure how to do this, it is advisable to consult with your accountant or bookkeeper for assistance. 

If you wish to use your report outside of QuickBooks, you can easily export the report to Excel.

Please let me know if you need any further assistance with reports in QBO by adding a comment below. I am always here to help you out, Barb.

I have entered all of my transactions manually from my bank statements.  I don't import them.  I have reconciled all of the deposits with the bank statements.  I am ready to mark the deposits as "cleared."  Can you give me specific instructions on how I mark the deposits as "cleared?"   Thank you.

I don't import my bank information.  I manually enter it from the bank statements.  I have reconciled all of my deposits with the bank statements.  They are correct.  How do I mark a deposit as being "cleared" in my QBO account?   I appreciate your help....

Let me guide you in the right direction on how to manage your deposits, barb.

Clearing reconciled transactions can lead to an imbalance in the next reconciliation. This will make the entries appear on the Reconciliation page again.

Before clearing the deposits, I recommend seeking advice from an accountant. They can offer valuable insights on how to manage the situation without impacting the integrity of your financial records.

If you still wish to clear the deposits, simply follow these steps:

1. Head to the Transactions menu on the left panel in your company and select Chart of accounts. 
2. On the Transactions page, pick the account and click the View register link to see more details.
3. Look for the deposit. If it's reconciled, you'll see an R in the checkmark ✔ column.
4. Click the entry to expand the line and tap the box with the R until you'll see the C tag. 
5. Press the Save button and select Yes to confirm the action.
   
   

Repeat the same steps for the remaining deposits you're trying to clear. Explore this article for in-depth information about the process: Undo or remove transactions from reconciliations in QuickBooks Online.

Alternatively, utilize the special reconciliation tool to edit or undo reconciled data. Also, the feature is only available in QuickBooks Online Accountant (QBOA). 

For future use, I've assembled some resources that will help you troubleshoot reconciliation errors and ways to view a previous reconciliation report. Refer to these links for detailed information:

• How do I view, print, or export a reconciliation report?
• Fix issues the first time you reconcile an account in QuickBooks Online
• Fix issues for accounts you've reconciled in the past in QuickBooks Online 
  
  

 If you need further assistance performing a specific accounting task or managing your books, let me know in the comment section below. I'm always ready to provide the guidance you need.