Create a deposit slip

Suzq · ‎December 12, 2024

QBdesktop: I received a "Customer Payment" on the Home page. Then I went to "Record Deposits" to print out a deposit slip for that single payment, but nothing was there! When I attempted to fill out the form to force a deposit, It wouldn't accept anything in the "From Account" column that I entered, thus it would not print. I got a must assignt an account for this transaction. The payment shows on the Customer "Job Information form".

How do I get a printed deposit form and why isn't the deposit information going to the "Record Deposits" on the Home Page?

FishingForAnswers

@Suzq The first thing I would do is go to the Customer Payment you recorded and see if the 'Deposit To' field contains a bank account, or Undeposited Funds.

If it contains a bank account instead of Undeposited Funds, that would lead to the trouble you are facing.

To my knowledge, you have to have Undeposited Funds available to make a deposit with.

Suzq

Hello Fishingforanswers,

I forced a deposit slip, and ended up with a double entry so my invoice was in a negative. I checked my register and it showed a double deposit entry. So I deleted both and I am attempting to now create a customer payment. However I am getting an error saying "A credit for the overpayment will remain on the customers account and it gives me 3 options,

1 Print credit memo

2. click Ok to save the transaction

3. Click cancel to go back to the transaction without saving it.

OH Boy, what have I done?

Suzq

Hello Fishingforanswers,

I finally figured it out. And I did check my undeposited funds $ 0.00.

Thank you for your time.

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Create a deposit slip