I appreciate you joining the thread, @Orbrose. I'll share insights about deposits in QuickBooks.
Once you receive payments from your invoices, they will be deposited into the account you've set up in the Deposit to option. Once the invoices have been deposited, they will be listed as Deposited in the Sales menu.
Furthermore, you can generate the Deposit Detail report to view all the deposits you've made in QuickBooks. Here's how:
- Go to Reports.
- Scroll down to the Sales and Customers section.
- Select the Deposit Detail report.
- Filter the necessary details and click Run Report.
This report will show all the lists of all of your completed bank deposits. Select individual deposits to get more details.
In case you're using QuickBooks Desktop, you may check this article on how to view the payments you've deposited in QuickBooks. For more details, see this article: Record and make bank deposits in QuickBooks Desktop.
Also, if you're using QuickBooks Payments, QuickBooks will automatically process and move transactions into your accounts. That said, you don't need to use the Undeposited Funds account. For more details about using Undeposited Funds, see this article: Deposit payments into the Undeposited Funds account in QuickBooks Online
You can also check these articles to learn more about the reconciliation workflow in QBO:
Keep me posted if you have any concerns with your deposits or anything else, I'm always here to lend a hand. Take good care.
