I'm here to clarify the Account and Product/Service functions and offer assistance to make sure they'll show up in each transaction, alihashmi1.
The Account drop-down is available on the Bank Deposit screen, while the Product/Service option can be found in the sales receipt and other sales entries.
If the information mentioned above doesn't show up in your sales receipt and bank deposit, let's open QuickBooks Online (QBO) in private browsing or incognito mode to determine if a webpage prevents them from appearing in each entry. Here are the shortcut keys to bring up one:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Shift + N
Next, make a deposit or enter a sales receipt via a private window. If you can see the Account and Product/Service drop-down menus, clear the browser's cache to free up space and optimize its overall performance. Using another supported browser is also a great alternative.
For in-depth information on when to record a deposit and how it works, see this article: What are Bank Deposits in QuickBooks?
In addition, utilize the solutions in these resources if you wish to include a deposit to your invoice, classify your entries, and balance your account:
Keep me posted if you need assistance with any QuickBooks-related tasks or have additional questions about managing deposits or sales receipts. The Community is always available to provide the help you need.
