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eric57
Level 1

Matching deposits by payment method

I'm using a Point of Sale system that exports a sale as a sales receipt to QBO. The payment methods, cash or card are exported as well.

 

When I try to match the cash deposit the next day, it is difficult to distinguish which sales receipts are cash or card, because the ref number is blank. Is there a way to match cash deposits to sales receipts based on payment method?

2 Comments 2
JessT
Moderator

Matching deposits by payment method

Hi Eric!

 

Good evening, and thank you for visiting the QuickBooks Community.

 

As of right now, we don't have an option to match transactions based on payment methods. I wish I could help you with this, but I guess the best thing to do is to closely monitor your payments and deposits.

 

Maybe there's an app that can help you with this. Just go to the Apps menu and find one. Or, you can try asking your POS provider’s support team about any reports showing a breakdown of your deposits.

 

If you have other questions in mind, feel free to go back to this thread.

eric57
Level 1

Matching deposits by payment method

I just figured out I should be exporting to undeposited funds and using the bank deposit function to lump sum the payments. In the bank deposit there is a column for payment methods used.

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