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PeteW
March 22, 2021
Question

Linked bank account

  • March 22, 2021
  • 1 reply
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I have my bank account linked to QBO.  A direct deposit was made to my bank however it did not show up in quickbooks or I possibly voided it by accident.  I want to know how I can account for this payment.  I tried to simply use the "deposit" to account for it but the money still does not show up in banking section for review. I need to somehow "add the money" so I can then match it to the invoice. 

1 reply

D
DebSheenD
March 22, 2021

Hi, PeteW.

Thank you for posting your concern here on the Community page.
I understand you are trying to show the deposit link to an invoice. You can check the date in the Make Deposit window to make sure you used the same dates.

Let me share some insights on how to link a deposit to an invoice in QuickBooks Online.

To link a deposit an invoice, make sure:

  • There's an invoice for the customer.
  • Payment hasn't been entered and linked to the invoice.
  • The payment was entered through Bank Deposit instead of Receive Payment.

​​​​​​​Here's how to match a deposit an invoice:

  1. Go to the Plus "+" and select Bank Deposits.
  2. You should see the payment in the Select Existing Payments section. 
  3. Place a checkmark to select the payment to deposit.
  4. Under the Add New Deposits section enter the fee charged to you as a negative amount.
  5. Under the Account section, select the Expense account you use to track these fees.
  6. Verify that the deposit amount is correct.
  7. Then click Save.


I've also added this article that'll help you Categorize and match online bank transactions in QuickBooks Online.
 

Please do get back on this thread if you need further assistance. I'm always here to help you.


 

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