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lisa114
Level 1

How do I map a credit card payment to a batch deposit when the payment screen has no "Deposit to" box?

 
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Best answer April 06, 2020

Best Answers
SarahannC
Moderator

How do I map a credit card payment to a batch deposit when the payment screen has no "Deposit to" box?

Hello there, lisa114.

 

Within QuickBooks Online, we can map the credit card payments by depositing them as batch transactions. The first thing that we'll need to do is sign in your QBO account. Afterward, we can continue the process by following the steps below:

 

  1. Go to the +New icon.
  2. Select Bank Deposit under Others.
  3. Choose the bank the deposit was sent to.
  4. In the Select the payments included in this deposit section, put a check mark next to the payments that you want to group together as one deposit.
  5. Make sure the total is correct. If additional funds were combined with the funds from Undeposited Funds, record the additional items in Add New Deposits. We'll need the Received From, Account, Payment Method and Amount.
  6. Once the total matches the amount of the deposit that went to the bank, click Save.

 

Let me know if you need anything else. I'm always here willing to guide you more. Stay safe and healthy!

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1 Comment 1
SarahannC
Moderator

How do I map a credit card payment to a batch deposit when the payment screen has no "Deposit to" box?

Hello there, lisa114.

 

Within QuickBooks Online, we can map the credit card payments by depositing them as batch transactions. The first thing that we'll need to do is sign in your QBO account. Afterward, we can continue the process by following the steps below:

 

  1. Go to the +New icon.
  2. Select Bank Deposit under Others.
  3. Choose the bank the deposit was sent to.
  4. In the Select the payments included in this deposit section, put a check mark next to the payments that you want to group together as one deposit.
  5. Make sure the total is correct. If additional funds were combined with the funds from Undeposited Funds, record the additional items in Add New Deposits. We'll need the Received From, Account, Payment Method and Amount.
  6. Once the total matches the amount of the deposit that went to the bank, click Save.

 

Let me know if you need anything else. I'm always here willing to guide you more. Stay safe and healthy!

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