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Tom208
Level 2

How to code a bank deposit by location

If I have several locations and want to run a proper P&L by location, how do I enter a bank deposit by location?

I do not see any place on the bank deposit to direct that deposit to one of my locations?

Thanks

1 Comment 1
MarkAngeloG
QuickBooks Team

How to code a bank deposit by location

Hello there, Tom.

 

I'm here to help you enter a bank deposit by location, then run a Profit and Loss by Location report.

 

Here's how to record a Bank Deposit with Location:

 

  1. Click the +New button and select Bank Deposit.
  2. In the Show payments for this location: text, change the  - All Locations - to your desired location.
  3. Enter the necessary information and click Save and close.

 

Then, here's how to run a Profit and Loss by location:

 

  1. Go to Reports and select Profit and Loss.
  2. Click Customize.
  3. Under the Rows/Columns and Columns, change the Total Only to Locations.
  4. Click Run report.

 

If you're having problems adding a location in a Bank Deposit transaction, I recommend troubleshooting your browser to ensure it runs with QuickBooks efficiently. Let's start with accessing QuickBooks Online using incognito mode or a private window.

 

Here are the shortcut keys to go private mode in a browser:

 

For Google Chrome / Microsoft Edge / Opera:

  • Windows: Ctrl + Shift + N
  • Mac: Command ⌘ + Shift + N

For Firefox:

  • Windows: Ctrl + Shift + P
  • Mac: Command ⌘ + Shift + P

For Safari:

  • Shift + Command ⌘ + N

 

If this works, you can proceed to clear your browser's cache and cookies. Otherwise, you may need to use another supported browser.

 

Additionally, you can learn how to memorize reports in QuickBooks Online to save your customized Profit and Loss report.

 

You can always leave a reply below if you have further concerns about pulling up a Profit and Loss by location report or adding a location to your Bank Deposit transaction. I'm always here to support your business needs.

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