Hi, @ShielaAppgirl. I'd be glad to help you review the transaction and find out why you'll need to create a sales receipt.
To do this, go to the Audit log from the settings. Look for the sales receipt, and click to open.
From there, review the Deposit to field. If the payment was put into the Undeposited Funds, you'll need to create a bank deposit or manually change it.
If the payment was put into the bank, you don't need to create another transaction.
Follow these steps to create a bank deposit:
- Go to +New and select Bank Deposit.
- From the Account βΌ dropdown, choose the account you want to put the money into.
- Select the checkbox for each transaction you want to combine.
- Make sure the total of the selected transactions matches your deposit slip. Use your deposit slip as a reference.
- Click on Save and close or Save and new.
To change the Deposit to field manually, refer to the screenshot below.
You may also visit this article if you want to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Know that you can always get back to me if you have any other questions about your sales receipts. I'm always here to lend a hand. Keep safe and have a good one!
