Skip to main content
C
christina33
October 31, 2020
Question

Undeposited Funds

  • October 31, 2020
  • 1 reply
  • 0 views

Is they a way of NOT using undeposited funds on a mobile device? My client doesn't download bank statements and everything defaults into the undeposited funds account so I have to manually move every receipt into the current account. The functionality of undeposited funds will double the time it will take me to do the bank reconciliation but at the moment I spending over an hour just moving transactions as well. 

1 reply

S
ShiellaGraceA
October 31, 2020

Thanks for visiting us today, @christina33.

 

I have an idea of how you can change from undeposited funds to your bank account. You'll want to open your account via a web browser and change it from there. Let me guide you with the steps.

 

  1. Open a browser (Chrome or Firefox).
  2. Sign to https://qbo.intuit.com/. 
  3. In your QBO account, go to +New and then Receive payment.
  4. Record a payment in the Receive Payment page, select your bank account under the Deposit to drop-down.  
  5. Click Save and close.

With these steps, QuickBooks will remember your last info used as your deposit account. This way, your default accounts will no longer the undeposited funds but your bank. It'll also apply into your mobile device.

 

In case you need help with other bank tasks, click this link to go to our general banking topics with articles.

 

Feel free to message me if you still have questions or concerns. I'll be around to help. Take care and have a nice weekend.

Terms & ConditionsAccessibility statement