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tbenus1
Level 1

Who deposits show up in check register when using online QB

Have a client that doesn't like that most of his deposits show "uncategorized income" in the check register when he imports from bank

How can this be fixed

Also, if he has depsoit items that do not have a matching invoice or sales receipt -- we cannot match the deposits up

1 Comment 1
Rustler
Level 15

Who deposits show up in check register when using online QB


@tbenus1 wrote:

Have a client that doesn't like that most of his deposits show "uncategorized income" in the check register when he imports from bank

 

Since that is wrong, he should not like it.

 

How can this be fixed

Also, if he has depsoit items that do not have a matching invoice or sales receipt -- we cannot match the deposits up


the work flow is and has always been, enter transactions, download banking, match

 

that deposit came from somewhere, enter the deposit.  If he invested personal money, then use equity investment as the source account for the deposit, or use the account that reflect why the deposit was made

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