How to make a deposit

Don't sweat it, making a deposit is just a breeze, @barbvanerp.

Recording bank deposits in QuickBooks Online is a two-step process. This ensures your records match your real-life bank deposit.

First, make sure you put the transactions into the Undeposited Funds account during invoice payments and sales receipts. Then follow the outlined steps below to make a deposit. Moving the amounts received from the Undeposited Funds is the final step to complete the accounts receivable process.

Here’s how:

1. Select the +New button.
2. Choose Bank Deposit.
3. From the Account ▼ dropdown, choose the account you want to put the money into.
4. Select the checkbox for each transaction you want to combine.
5. Make sure the total of the selected transactions matches your deposit slip. You can use your deposit slip as a reference.
6. Press Save and close.
   

You can now see the funds inside your Bank Account Register, and your Undeposited Fund's Register will be cleared of the transaction.

On the other hand, if this is the only check to be deposited, you can select the appropriate bank account directly when you enter the invoice payment.

This reference will provide depth information on how to record and make bank deposits in QuickBooks. It has detailed steps and a video tutorial to guide you further.

I’ll be here anytime to help every step of the way. Just leave a message below if you have additional banking concerns or something else. Have a good one!