My customer paid an invoice through the merchant link (through the link emailed to her), the funds came through and the payment is shown as paid under her account but it was placed in undeposited funds. How do I correct this and include it in revenue? I don't quite understand the suggestions that I"ve read on the other threads.
Solved! Go to Solution.
You'll need to create a sales receipt transaction and deposit it to your bank to record your cash payment. Let me guide you how.
Once done, you can now reconcile your downloaded transaction with the sales receipt transaction in QuickBooks. Please see this article for detailed steps: Reconcile an account in QuickBooks Online.
You can also check these handy articles for your reference:
Stay in touch if you need help with anything else. I'll be around to help. Happy weekend ahead.
Hi there, @Chantelle2.
If you're using QB Payments, transactions are automatically deposited into your bank account and will show in your register as well. Therefore, there's no need for us to create a bank deposit.
However, we can still delete the bank deposit that you've manually created to correct the amount in your checking account.
First, we can run the Deposit Detail report to locate the transaction and delete it from there. Let me show you how:
You can always run this report to show selected transactions and other transactions they are linked to, such as an invoice and its payment. Also, you can customize it to view the specific transactions that you needed the most.
That's it! Please let me know if there's anything else I can do to be of assistance. Have a great weekend!