cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.

Reply to message

View discussion in a popup

Replying to:
BabyB
QuickBooks Team

Reply to message

After creating the individual sales receipts posted to the Undeposited Funds account, let's ensure to combine them into a single bank deposit, Dustin.

 

I'll also lay down the detailed steps to successfully link the downloaded lump sum payment to the deposit you've created. Here's how:

 

  1. Go to Transactions, then choose Bank transactions.
  2. Find a transaction with a suggested match found under the Assign to column.
  3. Select the transaction to expand the view. Review the Suggested matches for any possible matching transactions already entered in QuickBooks.
  4. Select a match if it's correct, then click Match.
     


 

Once you're ready, let's reconcile your accounts to ensure they're balanced and accurate.

 

Need more assistance with linking your other income and expense transactions in QuickBooks Online? Drop me a reply here. I’m ready to help you out.

Need to get in touch?

Contact us