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MiddleClassValues
Level 2

Moving Deposits out of Payments to Deposit

So I thought I knew how to use payments to deposit. I connected ebay with the new managed payments integration. All my sales come in as sales receipts and every week when I get my payout it automatically combines it all into a deposit. I have it set up to put the funds in my bank account so when I get my payout I am supposed to be able to click add on the app transactions first and then go and match my bank transaction to that deposit. Ok that works and they are matching and it is recorded in my bank my problem is its always still in the payments to deposit my understanding is when you create the bank deposit and match it to your bank the transactions and deposits should no longer show up in the payments to deposit. When you open the deposits up at the top where it asks what account its supposed to go to it still says my ebay bank account. I can find nothing about this on here. The only other thing I can think of Is maybe at the bottom theres this box that asks where the cash goes back into. I havent tried to change that bc every video and article I go to says nothing about using this box. I am including to screenshots. Please helScreenshot 2022-03-21 084521.pngScreenshot 2022-03-21 084559.png

7 Comments 7
MiddleClassValues
Level 2

Moving Deposits out of Payments to Deposit

And every community post I have read about this gets the same answers. So we dont waste time I want to clarify. I always add the app transaction first Like it says to do I never add the deposit from my bank account I always match the deposits still I have all these sales receipts and Deposits actually showing in the Undeposited Funds and when I am in the Undeposited funds account register I open up and look at these deposits and the bank account at the top always says its in my bank account not undeposited funds nowhere does it say anything about it actually being in there on the deposit but that is where the whole deposit is sitting even tho it is already MATCHED to my bank account

MadelynC
Moderator

Moving Deposits out of Payments to Deposit

Thanks for reaching out in the Community for assistance, @MiddleClassValues. I’m here to help you resolve this.


Your understanding is correct. When you create a deposit and match it to your downloaded bank transaction, deposit entry should no longer show up in the payments to deposit screen.


Cached data might be the reason behind this. Please know that once the browser's cached files have issues, QuickBooks functionalities may get affected. You can perform some troubleshooting steps to get this fixed.


First, open your QuickBooks Online account in a private or incognito window for testing. You can use these shortcuts keys below for quick navigation:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P


Once logged in, check your payments to the deposit screen. If the said deposit didn’t show up, get back to your regular browser and clear its cache. Doing this helps the program to run better. You can also use other supported browsers as an alternative.


You can select an account in the Cash back goes to dropdown if it’s only necessary. Also, know that when you create a new deposit, the program automatically sets the account you used in your last deposit. You’ll want to change it, so entries are posted to others.


Here’s a complete reconciliation guide to ensure your accounts are balanced and accurate. It includes instructions to fix issues and ways to make changes after the process.


If you need further assistance with your deposits or payments, please don’t hesitate to add a comment. I’ll make sure everything is taken care of. Always take care!

MiddleClassValues
Level 2

Moving Deposits out of Payments to Deposit

That cant be it. I tried incognito and a different browser. They are all still there.

MiddleClassValues
Level 2

Moving Deposits out of Payments to Deposit

And im still not sure what you mean with the cash goes back box. And this is an ongoing problem every week when ebay sends my payout. Could it be a bug with the New Ebay Managed Payments app? I hope not bc I really want everything to be set up right from the beginning of the year but there is not much information out about this new app. There is only one page posted about it and all it says is how to set it up in a few basic steps. I know its not one of my settings because I followed the instructions to T and there are only a couple basic options anyways. There doesnt seem to be a way to get very much control on my end its all straightforward.

ChristineJoieR
QuickBooks Team

Moving Deposits out of Payments to Deposit

Hello there, @MiddleClassValues. You appear to have asked a similar question in the Community. My colleague's already answered your question in the other post. I'll take you to her response through this link.

 

Furthermore, I added these link for an additional guide in managing your banking transactions in QuickBooks Online.

Please come back for any other queries about banking topics. Always know that I'm willing to assist you more. 

MiddleClassValues
Level 2

Moving Deposits out of Payments to Deposit

That doesnt even make sense I only made one post and then I replied to it. Which is the post you just posted your comment on with a link that brings you to this  exact post. There's only one post and we are both on it. And her answer didnt solve my problem which is why I replied to it explaining how it wasnt solving my problem. I dont understand your reply in this thread when it did nothing whatsoever. Not to be mean but it kind of looks like you were replying just to say you did it cuz it was in no way helping or like you have even read any of these messages. If you had you would have said something in regards to what was being asked.

 

Sorry but does this mean we are just giving up on this problem? Cuz that is frustrating I really Just want someone to actually read what I am saying and answer it as if you are actually in a conversation. The repition is  pointless and drags it on. I dont understand how such communication is difficult here. Its not like you could miss hear or not catch something. Its written in a huge post to read!

Now I went all out and lost my cool. I just want help theres no help anywhere can someone please read what I am saying and reply to it as if you actually read it.

MiddleClassValues
Level 2

Moving Deposits out of Payments to Deposit

I already replied to this but I kind of got a little cranky and I dont think that reply is being posted. So to say it nicely. Theres no other post. The link you posted is a link to this exact page. She tried to answer my question but it didnt help so I replied thats all I never made another post and another one does not exist. 

 

I still need help if someone could read what I wrote please. Its not the browser. My UF is full of sales receipts and deposits now. 

 

Please read what I previously wrote.

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