Category: Bank Deposit
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Is there any way to select all in undeposited funds instead of clicking on them one by one?
At this time, there is no way to select all from “Receive Payment” screen deposit to Undeposited Funds account. But I see huge advantage of having “Select All” button and “Clear All” button like currently available in “Bank Deposit” form. To add this new feature request, add your voice here: http://feedback.qbo.intuit.com/
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I need to edit deposits and want to make it sales receipt instead. How can i do with without deleting the transaction.
There is no way to switch transaction from deposit to create sales receipt. Delete entered deposit Create new Sales Receipt
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How to enter one bank deposit & match to several different invoices
#1 Create Client Invoices #2 Receive Payment Select Deposit to: Undepeposited Funds account #3 Bank Deposit: match several payments for several invoices to one bank deposit slip. QuickBooks Online: Enter one bank deposit & match to several different invoices
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How do you print a deposit summary only without a deposit slip in new QuickBooks Online (QBO)?
The “Print deposit summary only” feature is available now. See attached screenshot photo for reference From the home page screen Select Create (+) sign (upper-middle screen) Select the “Bank Deposit” tab under the “Other” heading A Blank “Deposit” form will open. To locate recent deposits, select the “small clock” icon, upper-left-corner. Click “More’ if you…
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How to record overpayment on Invoice by customer in new QuickBooks?
From the home page screen Select Create (+) sign Select “Receive Payment” under Customers heading Select “Amount Received” and enter payment amount Select Outstanding Transactions and check applicable Invoice payment If it’s over-payment, it will leave credit balance on customer’s A/R account.
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How to print a deposit slip and deposit summary in new QuickBooks Online (QBO)?
To print, from the homepage screen Select create (+) sign Select “Bank Deposit” “under the “Other” heading Go to the small clock icon on the top left corner and select the “Recent Deposits” slip and summary you want to print Select Print at the bottom middle Select “Print Deposit Slip and Summary” or “Print Deposit…
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How do I see if a customer/client has paid their invoice by credit card in new QuickBooks Online?
How do I see if a customer/client has paid their invoice by credit card in new QuickBooks Online? Assuming you have opened merchant services with Intuit QuickBooks payment account, to check and verify the customers credit card payments you’ve received You can visit https://merchantcenter.intuit.com Go to Activity Select Reports Select Deposits
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How to locate and apply “Undeposited Funds” in new Quickbooks Online?
From the Home page screen Select Create “+” sign (top middle) Select “Receive Payment” under Customers heading Select Deposit to “Undeposited Funds” account This will create Undeposited Funds as debit balance on the current assets account of the Balance Sheet. “Undeposited Funds” account balance is like a temporary clearing account. In order to clear the…
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How to request add new bank in banking feed in new QuickBooks Online?
From the Home page screen Click Transactions (on the left side of blue navigation bar) Click Banking Click Add Account (in the upper right corner) Enter your bank’s name, then click Find Click the blue link for Request that we add your bank (in the middle of the page) Enter either the bank name or the URL of your bank’s website, then click Add My Bank…
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How to print my bank deposit slip if payment method type is credit card? I am receiving an error message that my payment type cannot be credit card.
In order to print a deposit slip with a payment type credit card we need to check your payment list settings and make a small change. From the Home page screen Go to the company Gear and select “All List “then select “Payment Methods.” Select the payment method that is part of your deposit slip…
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QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit
This QBO tutorial video is a step-by-step guide to complete invoicing process (Customer Invoicing, Sales Receipt, Receive Payment and Bank Deposit). It covers how to handle all forms of payments like check, credit card, debit card, PayPal and Amazon payments. It explains how to record merchant service fees as well as PayPal and Amazon fees.…