Categories
Bank Deposit Bank Register Bank Transfer Banking undeposited funds

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/

Categories
Bank Deposit Deposit undeposited funds

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

 

Categories
Sales Receipt Sales Receipt 2 undeposited funds

How can I default Sales Receipts to Undeposited Funds account in new QuickBooks Online (QBO)?

The setting for “Deposit to” on the Sales Receipt form is “sticky”.

All you need to do is save your first Sales Receipt to “Undeposited Funds” accoount under “Deposit to” field. Once saved, the next time you open the Sales Receipt screen – it will default to Undeposited Funds account.

Sales Receipt Deposit to Undeposited Funds Sticky
Sales Receipt Deposit to Undeposited Funds Sticky
Categories
Invoice undeposited funds

We got bunch of unpaid invoices. When post one payment for several invoices, system automatically posting to wrong invoices and I have to go back and uncheck them all

You will need to turn off “Automatically apply bill payments” feature in new QuickBooks.
To do this task:
From the homepage screen,

  • Select the Company “Gear” (upper-right-corner)
  • Select Company Settings under Settings heading
  • Select “Advanced” under Settings
  • Select “Automation” under Advanced heading
  • Select and turn off “Automatically apply bill payments” feature. See attached screenshot photo for reference.
  • Save
automation automatically apply bill payments feature off
automation automatically apply bill payments feature off
Categories
Bank Deposit undeposited funds

How to print a deposit slip and deposit summary in new QuickBooks Online (QBO)?

In order to print, from the homepage screen

  • Select create (+) sign
  • Select “Bank Deposit” “under “Other” heading
  • Go to small clock icon on top left corner and select “Recent Deposits” slip and summary you want to print
  • Select Print at the bottom middle
  • Select “Print Deposit Slip and Summary” or “Print Deposit Summary Only”
  • Select “Setup and Alignment” feature in order to test

Note: In order to print “Printable Deposit Slips”, you will need to purchase special printed form from Intuit, which is not cheap. Print alignment feature is not available (or do not work) at this time.

Print deposit slip
Print deposit slip

New QuickBooks Online (QBO) – Print Checks help video