I understand how frustrating it can be to experience unexpected switches between your checking and savings accounts in the bank deposit, DB2. Let me share some insights about how bank deposit works in QuickBooks Online (QBO).
In QBO, the program automatically follows your previous transactions and uses the default account that you used previously. It means that if you used your checking account in creating a bank deposit, this will be recorded and utilized as a default to another entry. With this, you might consider checking your account history to identify instances where other users may have mistakenly used the savings account for bank deposits. You can follow the steps below:
- Go to the Gear icon, then select Audit log.
- Click View to check the details of every transaction made. Or click the Deposit hyperlinks to route you to the actual transaction.
If no deposits are utilizing the savings account, let's perform some troubleshooting steps to see whether the issue is with the browser. In most cases, cache-induced browsers affect the program's performance. Let's start by accessing your QBO account through an incognito or private browser. See the keyboard shortcuts below:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Shift + N
If it works, you can clear the browser's cache. You may also use other supported browsers as an alternative.
For future convenience, you can explore these resources to assist you in recording your bank deposit to Undeposited Funds and managing them to ensure they appear in your Bank Deposit window:
Also, you can manually add transactions directly in an account register to save time if you're reviewing your chart of accounts and need to make a quick addition.
Should you have other banking-related concerns or additional questions about bank deposits in QBO, leave a comment below. I'll be sure to provide the assistance you need. Stay safe always!
