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New to QB!! Need help with forgotten customers for certain deposits.Using QB for my husbands Small Business.

My husband has made several deposits without me knowing. He forgot the customers that gave him the payments so I don’t know who to show the credit to. He is too afraid to veer away from his Invoice templates from before QB, so he’s continuing to use those, so I match payments to the invoices (stored on the desktop) and put that deposit toward the customer. Regardless of which client it is, those payments are only enough to cover the material that was used for the job, what account should I credit for those deposits?

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New to QB!! Need help with forgotten customers for certain deposits.Using QB for my husbands Small Business.

Welcome to the Community, Amupton.

 

Thanks for reaching out here for support. Let me provide information about your concern.

 

When you Make Deposits in QuickBooks Desktop, there's no need for you to select an account since your payments will be listed on the Payments to Deposit window. You'll just have to select those payments.

Please check this out:

  1. From the Banking page, select Make Deposits.
    make deposits.PNG
  2. Click the Payments tab at the top.
    makedepo.PNG
  3. Select the payments under Select Payments to Deposit section.
    payments3.PNG
  4. Click OK.

To learn more information about recording and making deposits in QBDT, please check this article: Record and make Bank Deposits in QuickBooks Desktop.

 

I'm also adding this article on how to handle bank deposits for your reference.

 

You can always go back into this thread if there's anything else you need.

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