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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 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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Where is the bank reconciliation in new QB Online?
From the homepage screen Click on the Company Gear (upper right- see pic) Select Reconcile under Tools heading Choose the Account Now you can Reconcile Another way to get there is from the homepage screen From the blue navigation bar on the left, select Transactions Select Registers Locate and double click the bank account(or credit […]