Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hello,
I have a small test deposit from a new customer to verify bank information for future ACH payments. This deposit was not withdrawn from the customer. How do I clear it from my bank account transaction list?
Thanks for the help!
Hello there, @EncoreS. I'm here to guide you on how to clear the test deposit.
In this case, since the test deposit was not withdrawn from the customer, you can ignore the transaction in your bank account transaction list.
See the screenshot below for your visual reference.
QuickBooks is designed to track all incoming and outgoing transactions for accurate financial record-keeping. However, if a test deposit is not an actual transaction that affects your business's financials, you can safely disregard it without impacting your records.
By ignoring the test deposit transaction, it will remain in your transaction list but will not affect your account balances or financial reports.
To learn more about the online banking features in QBDT, you can check this article: Get started with Bank Feeds for QuickBooks Desktop.
I'd be more than happy to work with you again to address other QuickBooks-related concerns. Just drop a comment below.
Thanks for the help!
We appreciate you for coming back, EncoreS.
Thank you very much! I appreciate you taking the time to let us know that my colleague's solution was able to assist you. I also commend you for following the suggestions and utilizing all of your resources to arrive at the solution you have now.
As always, the Community is brimming with professionals who are knowledgeable in every aspect of QuickBooks, so please don't hesitate to contact us here if you have any questions. We're always happy to assist you on your way to victory. I wish you and your company continued success!
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.
For more information visit our Security Center or to report suspicious websites you can contact us here