Let me help with your question about depositing bank transactions in QBO, BrainyBunnie.
QuickBooks will show both transactions in your bank register if you'll deposit the payment from the sales receipt. Same with the one processed from the CC merchant app.For Online banking, you can match the downloaded transaction with the deposit in QuickBooks. This way, it will not be recorded as a duplicate. Here's how:
- Go to the Banking menu and proceed to the Banking menu.
- Find a downloaded transaction with the Match option in the Action column.
- Note the Date, Description, Payee, and amount spent or received.
- Select the downloaded transaction to expand the view.
- Review the Matching records found in QuickBooks. This is the possible matching transaction you already entered in QuickBooks.
- Select the link next to each match to get more details.
- Make sure this is the correct match. In particular, review the Deposit to, Payment method, and Bank account fields on forms for the existing transaction in QuickBooks.
- If this is the correct match, close the open transaction.
- Select Match.
Here's an article for more details: Categorise and Match Online Bank Transactions in QuickBooks Online.
Let me also a couple more articles to give you more guidance and reference when using the Online Banking feature in QBO:
Please know that you can always count on us if you need anything else while working in QuickBooks. We'll make sure everything is sorted out.
