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C
CountryBears
July 15, 2022
Question

Deposits

  • July 15, 2022
  • 1 reply
  • 9 views

Why do some of my deposits record to "Customer Refund" instead of Accounts Receivable?

1 reply

C
continea
Level 5
July 15, 2022

Hello CountryBears,

 

Thank you for reaching out to the QuickBooks Community! Could you share how you set up your deposit? As seen in the screenshot below, you can choose which account you need. 

 

 

Before we dig further, though, do some of the customers have a previous credit? Knowing this will aid as well! 

 

I will be looking out to your response! Until then, take care! 

C
CountryBearsAuthor
July 15, 2022

I go to the customer and find the invoice that is being paid and click on "receive payment" under the "act" column.  Another window opens "Receive Payment" and I fill in the Reference Number, Deposit to automatically goes to our bank account, then I click "save and close".

 

Sometimes, it is done through the "Banking" section, so I can choose the account.  

 

Thank you so much for your help.

C
continea
Level 5
July 19, 2022

I changed the account from Customer Refunds to Accounts Receivable, which they asked if I wanted to merge; I choose yes.  Now all invoices, etc. are in the AR.  Thank you for your suggestions.

 


Good morning CountryBears, 

 

I'm so happy that everything worked out for you! If you have any other questions, please don't hesitate to let us know. The Community and I are always here for you! I hope you have a fantastic day.

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