Question

Enter a deposit manually

Forum|Forum|4 years ago
July 24, 2021
1 reply
45 views

We receive paper checks. I deposit them at the bank. How to I add them to our register?

QuickBooks Online

Level 14

Prepare the Deposits data with the following template

DepositToAccount	Location	Entity	LineDesc	LineAmount	Account	PaymentMethod	PaymentRefNumber	Class	CashBackAccount	CashBackAmount	CashBackMemo
Checking		Robert	Deposit	10	Account1	Cash
Checking		Robert	Deposit	20	Account1	Check	12345
Checking		Robert	Deposit	30	Account1	Cash

then utilize an importer tool

https://transactionpro.grsm.io/qbo

M

Maybelle_S

QuickBooks Team

Welcome to the Community forum, @thomascaves32-gm.

I'd be happy to show you how to make a manual deposit in QuickBooks Online (QBO).

Here's how:

1. In the left menu, click the +New button.

2. Under OTHER, select Bank Deposit.

3. On the Account menu, select your bank account.

4. Enter the Date.

5. Go to Add funds to this deposit section.

6. Enter the necessary information.

7. If there's a deposit you want to include in the Select the payments included in this deposit, put a checkmark for that transaction.

8. Select Save and new.

To learn more about creating a bank deposit, see this article: Record and make Bank Deposits in QuickBooks Online.

Here's also some resources that you may find helpful when managing bank transactions:

• Categorize and match online bank transactions in QuickBooks Online

• Reconciliation Hub for QuickBooks Online

If you need anything else, please let me know in the comment below. I'll be right here to help categorize your bank transactions. Have a good one!

M

Mich_S

Level 5

I’m struggling to categorize the deposit as income. In the “Add funds to this deposit” area, I enter the checks that make up the deposit, but am unable to categorize them as income. The only options available in the Account field are bank accounts, not categories of income. How to I code a deposit as income? For example, I received a check for services. I want to code as consulting income.

I've got some tips to share with you about categorizing a deposit in QuickBooks Online, @LJB3.

When making a deposit in QBO, you can select an Income account from the Add funds to this deposit field.

If you haven't created an account yet, I recommend adding it on your Chart of Accounts.

Here's how:

Open the Accounting menu and select Chart of Accounts.
Click on New.
Select Income from the Account Type drop-down.
Fill out all necessary details.
Once done, click on Save and Close.

On the other hand, if you're unable to see the Income account you already created, I suggest performing some basic troubleshooting steps. This way, any browser-related issues will be fixed.

To start, log in to your QBO account using an incognito browser. To open it, follow these shortcut keys:

Google Chrome: Ctrl + Shift + N
Internet Explorer: Ctrl + Shift + P
Mozilla Firefox: Ctrl + Shift + P
Safari: Command + Option + P

In case you're able to deposit without issues, then you'll have to clear your regular browser cache to resolve unusual browser behavior.

If issues persist, try using another supported browser.

Let me also add these helpful guides on handling deposits in QuickBooks:

Feel free to keep us updated whenever you need extra help with banking or QuickBooks. Have a good one and take care!

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