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natandbk1
Level 1

What happened to selecting my clearing accounts under " ," Bank Deposits, Accounts? The option to attribute payment to them disappeared this month. Help!

We have multiple methods of payment for different services. A previous accountant set up clearing accounts to better identify discrepancies, and all payments go to our one checking account, earmarked automatically into clearing accounts. When I tally total sales at the end of the month, I create an invoice, mark "paid" to undeposited funds (because they've been paid and are sitting in clearing accounts), I go to " ," Bank Deposit, Account - find the clearing account (NOW GONE!!!), select the invoice, I attribute the credit card/paypal fees by "adding funds to this deposit" in a negative number and label an account, and "cash goes back to" undeposited funds. Now, clearing accounts options are gone, but I still see them in chart of accounts as "other current assets," as they've always been labeled.
5 Comments 5
RCV
QuickBooks Team
QuickBooks Team

What happened to selecting my clearing accounts under " ," Bank Deposits, Accounts? The option to attribute payment to them disappeared this month. Help!

Let's perform some troubleshooting solutions to get this sorted out, natandbk1.

 

I appreciate us for providing us with in-depth details of your concern. I've tried replicating this one on my end and I was able to select the clearing account when making a deposit. Let's make sure the clearing account status is active on the Chart of Accounts page. Here's how:

  1. Go to Accounting on the left menu.
  2. Choose Chart of Accounts.
  3. Enter clearing account on the search field.
  4. Make sure the status is Active in the Action column. 

 

. Then, make a bank deposit in QuickBooks again. Let me show you how:

  1. Click the + New Plus icon. 
  2. Select 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. Use your deposit slip as a reference.
  6. Press Save and close or Save and new.

 

If the same thing happens, try signing in to your QuickBooks Online (QBO) account using a private or incognito window. This mode doesn't use the existing cache data and helps us confirm browser-related issues. Here's how:

  • For Google Chrome browser: Ctrl + Shift + N
  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Safari browser: Command + Option + P

 

If it works, go back to your regular browser and clear the cache to delete those temporarily stored files and browsing history. The overtime collection of data can create corruption, however, removing this should fix the issue. You can also use supported, up-to-date browsers to roll out the possibility of a browser-related issue.

 

Feel free to visit our Banking page for more insights about managing your bank feeds and reconciling accounts.

 

I'd like to know how you get on after trying the steps or if you are referring to something else. I want to ensure this is resolved for you. Just reply to this post and I'll get back to you, Take care always.

natandbk1
Level 1

What happened to selecting my clearing accounts under " ," Bank Deposits, Accounts? The option to attribute payment to them disappeared this month. Help!

I so hoped one of these would work.  The clearing accounts are active and still didn't show up.  I tried incognito mode and still didn't see them.  I also cleared cache data, etc., and that didn't work either.  No one has been in our account except me.

MorganB
Content Leader

What happened to selecting my clearing accounts under " ," Bank Deposits, Accounts? The option to attribute payment to them disappeared this month. Help!

Good morning, natandbk1.

 

Thanks for trying those troubleshooting steps and for following up with the results. 

 

Since you still weren't able to see the option to select certain accounts to attribute payment to them I recommend reaching out to a member of the QuickBooks Online Support Team. Agents have the necessary tools to take a more in depth look at your account to determine what's causing these options to not appear. Here's how to get in touch with the team:

 

1. Click the Help button in the top right corner.
2. Select Contact Us.
3. Enter Support in the field and choose Let's talk.
4. From here you can select to receive a callback at a time that's convenient for you, or begin a live chat session with an agent.

 

The following linked article provides these steps if you ever need them again in the future: QuickBooks Online Support

 

Please don't hesitate to reach back out if you have any other questions. I'm always happy to help.

natandbk1
Level 1

What happened to selecting my clearing accounts under " ," Bank Deposits, Accounts? The option to attribute payment to them disappeared this month. Help!

To update, I called QB help, and after consulting the programming side of the house, it was determined that this was a code change (the ability to now only see Banks when creating a Bank Deposit instead of also seeing clearing accounts) and at this time, I was told it will probably be here to stay.  I'm not pleased with the answer but have found a workaround.  I like to use clearing accounts because it helps funnel sources of income, so I don't want to get rid of them at this time.  But I can transfer the money into our checking account and then do the bank deposit.

MorganB
Content Leader

What happened to selecting my clearing accounts under " ," Bank Deposits, Accounts? The option to attribute payment to them disappeared this month. Help!

Thanks for following up on this thread, natandbk1.

 

I'm glad to hear you've found a workaround for this instance. That's what the Community is all about. Sharing and discussing problems and solutions among other QuickBooks users. 

 

I'll make note of the changes you'd like to see made within the system and you can keep an eye out for any product updates by viewing the Firm of the Future site

 

Please don't hesitate to reach back out if you have any other questions. Take care!

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