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Buy nowHello, I just entered in payments from some customers in "receive payments". Then I went to "record deposits" to finish out the deposit and its empty, non of the payments I just entered are there. Iv'e done the process numerous times before and this has never happened. Can anyone help me with this?
Hello there, KL135.
I recognize the importance of depositing payments to the correct account. This ensures your sales and customer records are in order. Let me help and guide you on how to find the transactions.
When entries mentioned above don't appear on the Record Deposits screen, it indicates they're recorded directly into your bank or credit card account. You can review the payments to see which account they're deposited to.
On the other hand, you can set the Undeposited Funds accounts as the default deposit to account. This way, you'll see the received payments on the Record Deposit screen.
You can browse through this reference to learn more about combining multiple transactions into a single record: Make bank deposits.
I've added some resources that cover topics on various methods of recording credit card payments and other accounting tasks:
Reach out to me again if you need further assistance tracking sales-related entries. I'm always ready to lend a helping hand.
I have Undeposited Funds set as default, and payments have always appeared in the Bank Deposit screen, but today they are not showing. Something is wrong.
Thank you for joining the thread, @Badge1. I'm here to help you in troubleshooting the issue you've encountered.
First, to isolate the problem, I suggest reviewing if the received payments are posted in the Undeposited Funds (UF) account in the Customer Center or the Chart of Accounts. Once you have confirmed this, I suggest setting the filters in the Deposits sheet to All when you're recording a deposit.
Next, when the payments still don't show in the Deposits window, there could be data integrity issues with the company file. Let me walk you through these steps in verifying this.
If you see the prompt “Your data has failed the integrity check,” you need to rebuild your file. Please follow these steps for the rebuild process:
You can refer to this article for the detailed steps in repairing data integrity issues in QBDT Mac: Rebuild data in QuickBooks Desktop for Mac.
After this, let me add this article on managing recurring transactions and getting reminders when it's due in QuickBooks Desktop for Mac: Create, edit, or delete memorized transactions.
Let us know if the payments in the UF account are still not reflected in the bank deposit window. We'll do our best to assist. Take care.
We're experiencing the same issue. Payments recorded as we've done for many years are not showing in Record Deposits. I've followed the steps in the previous advice and we have no data errors. How else can we try to fix this?
Good morning, @Regis_the_Realtor.
Thanks for chiming in on this thread.
If you're having trouble after using the suggested instructions, I recommend contacting our Customer Support Team for further assistance. They'll be able to review your account with you and walk you through some additional steps. Here's how:
Please let us know how the call goes. I'm only a post away if you need me again!
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