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Join nowHi Numberstory. Welcome to Community.
Dividing deposits with different dates are unavailable. You can assign dates in the description or memo column as a workaround.
Let me guide you through how to do it.
If you're recording a downloaded deposits, here's how:
I've added this article about downloading, matching, and categorizing your bank transactions in QuickBooks Online for your reference.
Please let me know if you have other questions. I'd be sure to reply as soon as I can. Have a good day.
Thanks for the info.
There's more to it though:
Since I used to add deposits by date.
Now with this model it is combining dates into one deposit ( I get I add it in a memo) - but what do I set the date for there on the deposit page?
Isn't this what is going to have to be reconciled? Specifically, in this situation, the deposits are from different months.
Fascinating how I never got an update, or email about this change.
Any further help is greatly appreciated.
Hi there, Numberstory.
I'd like to help you get this sorted out. We can record two deposits in QuickBooks with a different date. Then, match it to the deposit that shows up in the Banking page.
For example, you have entered two invoices, and the customer paid it on different dates. Then, you recorded the received payments and then deposit the amounts to the Undeposited Funds account. After the process, you see the payments in the deposit page.
To deposit the payments with different dates, we need to create the transaction separately.
Here's how:
Follow the same process with the second payment.
I'm adding some sample screenshots for a visual guide:
Once done, let's go to the Banking section and match the transactions by following these steps:
After the steps above, you can now reconcile the bank. Here's an article for reference: Reconcile an account in QuickBooks Online.
Reach out to me if there's anything else you need. Thank you.
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