cancel
Showing results for 
Search instead for 
Did you mean: 
kimme04612
Level 2

I have entered Sales Receipts to Undeposited Funds but they don't show on the Payments Screen

QuickBooks Desktop Pro 2019 - I have entered Sales Receipts to Undeposited Funds but they don't show on the Payments Screen.  I have an "Undeposited Funds" account with several sub-accounts underneath.  Client uses Shopify, Paypal, Stripe, etc so I keep each of those in their own sub account.  I have recorded Sales Receipts into one of these sub-accounts.  When I go to Make Deposits and click on "Payments" nothing shows and it says I don't have any receipts recorded.

Solved
Best answer May 25, 2020

Best Answers
MarsStephanieL
QuickBooks Team

I have entered Sales Receipts to Undeposited Funds but they don't show on the Payments Screen

Hi there, @kimme04612.

 

I have replicated your concern and saw the same result. Currently, the Undeposited Funds account is unable to track down to the sub-accounts you've added when you create a deposit transaction from your sales receipt. To fix this, you'll have to go to the sales receipts and assign all to the Undeposited Funds account only, then choose the payment method if it's Paypal, Shopify, or Stripe. I'll show you how to do that.

 

To edit the sales receipts easily, here's how:

 

  1. Go to the Customers menu, and select Customer Center.
  2. Click the Transactions tab and choose Sales Receipts.

    sales receipt 1.jpg

  3. Double click on the transaction.
  4. Click the drop-down icon for the Deposit to box, and choose Undeposited Funds.

    sales receipt 2.jpg

  5. Verify the date and click on the arrow down icon below the More tab.
  6. Click Add New Payment Method then enter if it's Shopify, Paypal or Stripe.

    sales receipt 3.jpg

  7. Once done, double click the Payment method you need to use and then, click Save and close.

 

Now you will see the Payment method of your sales receipts transactions in the Customer Center, here's how it looks like after the modification:

 

sales receipt 4.jpg

 

Also, I added this article to help you add bank deposits from the Undeposited Funds: Record and make Bank Deposits in QuickBooks Desktop.

 

You can always get back in this thread if you need anything else by clicking the Reply button. I'll be here to help. Keep safe!

View solution in original post

3 Comments 3
MarsStephanieL
QuickBooks Team

I have entered Sales Receipts to Undeposited Funds but they don't show on the Payments Screen

Hi there, @kimme04612.

 

I have replicated your concern and saw the same result. Currently, the Undeposited Funds account is unable to track down to the sub-accounts you've added when you create a deposit transaction from your sales receipt. To fix this, you'll have to go to the sales receipts and assign all to the Undeposited Funds account only, then choose the payment method if it's Paypal, Shopify, or Stripe. I'll show you how to do that.

 

To edit the sales receipts easily, here's how:

 

  1. Go to the Customers menu, and select Customer Center.
  2. Click the Transactions tab and choose Sales Receipts.

    sales receipt 1.jpg

  3. Double click on the transaction.
  4. Click the drop-down icon for the Deposit to box, and choose Undeposited Funds.

    sales receipt 2.jpg

  5. Verify the date and click on the arrow down icon below the More tab.
  6. Click Add New Payment Method then enter if it's Shopify, Paypal or Stripe.

    sales receipt 3.jpg

  7. Once done, double click the Payment method you need to use and then, click Save and close.

 

Now you will see the Payment method of your sales receipts transactions in the Customer Center, here's how it looks like after the modification:

 

sales receipt 4.jpg

 

Also, I added this article to help you add bank deposits from the Undeposited Funds: Record and make Bank Deposits in QuickBooks Desktop.

 

You can always get back in this thread if you need anything else by clicking the Reply button. I'll be here to help. Keep safe!

kimme04612
Level 2

I have entered Sales Receipts to Undeposited Funds but they don't show on the Payments Screen

Thank you for your quick response and help!  Sometimes it takes a different perspective :)  

JasroV
QuickBooks Team

I have entered Sales Receipts to Undeposited Funds but they don't show on the Payments Screen

You're always welcome, @kimme04612

 

I'm happy that my colleague MarsStephanieL was able to help you resolve the issue. 

 

Nonetheless, I'm adding this great article that you can use for future reference. This link provides complete information on how to personalize your invoice: Use and customize form templates.

 

In case you have other concerns or questions, you're always welcome to post here anytime. We're always here to back you up. Keep safe and more success in your business!

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us