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ADSBro
Level 1
posted
3 weeks ago
last updated ‎April 20, 2024 10:39 AM

Linking a bank deposit to an received payment in QB Desktop 2021

Not all my clients are invoiced. For the ones that are I use the "Receive Payments" in QB. I see those funds in the "Undeposited Funds" account.  When I download me bank deposits I am getting double revenue for the Invoiced and Received transactions. How do I reconcile them to the previously received payment? 

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1 Comment 1
BigRedConsulting
Community Champion
Community Champion
3 weeks ago

Linking a bank deposit to an received payment in QB Desktop 2021

Edit the deposits and add the appropriate Payments to them using the Payments button.

Then remove the original detail from the deposit so that the total deposit amount remains accurate / matches your actual deposit.

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