I started a new job at the beginning of the year that uses QBOnline, which I haven't used before. I've only used QB desktop. There have been probably 4 or 5 times now that after I do a deposit it will later show on the P&L under services, effectively doubling the income shown. I know how to fix that once it's happened, however, what I don't understand is why it happens in the first place and if there's anything I can do to prevent it.
Generally speaking, I do one deposit a week, so as checks come in during the week I apply each payment to the corresponding invoice, ensuring it is "deposited" into "undeposited funds." Then, at the end of the week, I click "new bank deposit" and include all the payments that came in that week. Then after everything clears the bank I am able to match the bank deposit to what already exists. This is what I have done over 30 times. And yet, for some reason, 4 or 5 times now the deposits have shown up as income on the P&L. I've historically been able to unmatch and rematch when this happens, which fixes it most of the time (once there was a typo and it was way more involved to fix it, but generally it's been fairly simple).
I'm not sure what I'm doing wrong on these occasions, but I'm assuming it's some sort of user error. Is there anything I need to make sure I'm doing to prevent this in the future?
