Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowLet me help you correct the reconciled deposit with the wrong project in QuickBooks Online (QBO), treasurer-newton.
If you manually record the reconciled deposit, we can edit it and associate the correct project. Just access the Chart of Accounts to modify the deposit. Here's how:
If the deposit transaction came from your Bank Feeds, we can undo the transaction. Here's how:
Then, go back to the For Review tab and associate it with the right project again. For more details about undoing or unmatching transactions downloaded into QuickBooks Online, check out this article: Unmatch downloaded bank transactions or move them to another account.
Feel free to visit these articles for more insights about setting up and managing projects in QuickBooks Online Plus, Advanced, and Accountant:
You're more than welcome to drop by if you have questions about managing your projects. Do you need to run some project reports for this period? Or would you like to take care of taxes in QuickBooks? Let me know and I'll lend a hand again.
The deposit was entered directly through "Make Deposits" when we were on Desktop Pro. There is no Receipt transaction for this deposit. However, I figured out what is different with QBO.
To assign the project, we need to have the "Received From" be the Customer/Project. In DesktopPro you can enter any "Customer" (we typically use the person who wrote the check which is not always the same person as the customer) and then enter the appropriate project. Example: Engineer writes the check for the customer's project. In QBO, even though you can select ANY "Customer/Project", it must match to the Customer in "Received From" in order for it to be saved.
I consider this to be a flaw in the design. If the project must match to the received from to save it, then the Project drop-down should only display valid options or it should display a warning they don't match instead of saving without the change.
Thank you for your help.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.