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krekeldvm-gmail-
Level 1

I am getting this message "select a bank account for this deposit" it is a CC deposit from july i am just working on back office items to night. i am new to quick books

 
1 Comment 1
JasroV
QuickBooks Team

I am getting this message "select a bank account for this deposit" it is a CC deposit from july i am just working on back office items to night. i am new to quick books

Thanks for using QuickBooks Online (QBO), @krekeldvm-gmail-.

 

I'd be glad to walk you through the process of how to categorize your transactions. 

 

To isolate this, you'll want to ensure you've chosen the right account in categorizing your transactions. Steer clear of using the Undeposited funds in adding your transaction to the register to avoid any issues. 2.PNG

 

If you have, you'll want to toggle the account type by changing it to another account and change it back to the previous one. You can also check this article for reference in matching your transactions: Categorize and match online bank transactions in QuickBooks Online.

 

If you're unsure on what account to use, I propose working with your accountant to prevent messing up your records. If you're not affiliated with one, you can visit our ProAdvisor page and look for one from there.

 

Once everything is all set, you'll want to utilize these links for guidance. These can guide you on how to navigate QBO and match your accounts efficiently:

 

 

Tag me in your response if you need more help about adding your bank transactions to QBO. I'm just a post away from you. Keep safe and have a good one!

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