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Help has arrived, @gibgirlnw.
I’m glad to share insights with you about sales tracking and help resolve your bank deposit concern.
In QuickBooks Online (QBO), making changes to items can't affect past transactions. The updates will apply to the current transactions and won't change the previous sales on your Profit and Loss statement. Please know that QuickBooks depends on the information coming from your third-party app. You’ll want to contact your app provider for this.
For your second and third questions, you can create a bank deposit in QBO. This way, you can add the fees properly and make the total amount equal to the actual deposit.
Here’s how:
- Open QuickBooks.
- Click the + New button, then choose Bank deposit under Other.
- Select the account and other needed information.
- Select the checkbox for each transaction you want to combine.
- In the Add funds to this deposit section, enter the fees as a negative amount.
- Press Save and close.
You can visit this reference for detailed instructions: Record and make bank deposits in QuickBooks.
Also, just make sure you’ve selected the Undeposited Funds account when you received the payment. This way, you can successfully match the transactions and reconcile your account in QBO.
I’ll be right in the corner if you need further assistance with your transactions. Always take care and have a great day!
